Holistic Financial Advisor — Grow Client Wealth & AUM

FirstRand Limited; Durban; On-site; ZAR 350,000 - 600,000; Full time

Benefits offered by this job

Established client ecosystem

Referral opportunities

Competitive commissions

Job summary

FirstRand Limited is seeking a Financial Advisor (FNB Tied Advisor) in Durban to provide goal-based financial advice within the FNB branch network. You will leverage an established client ecosystem, referrals, and digital tools to deliver holistic investment and life insurance solutions while building long-term client relationships.

The role targets growth in AUM/API and offers commission-based earning with a strong brand and banking ecosystem behind you.

Qualifications

• Strong financial planning and needs analysis capabilities.
• Proven sales experience in risk and investment products.
• FAIS compliance and RE5 completed.

Responsibilities

• Conduct financial needs analyses and develop personalised financial plans.
• Recommend investment, insurance and wealth solutions aligned to client objectives.
• Engage customers in branches to build advice-driven relationships.
• Convert referrals into new business and achieve targets.
• Maintain accurate client records and advice documentation.

Skills

Financial planning

Investment knowledge

Consultative selling

Relationship building

Digital proficiency

Education

FAIS qualification (NQF5+)

RE5

Class of Business: Investments/Long-Term Insurance

Tools

Digital advice tools

Job description

FirstRand Limited is seeking a Financial Advisor (FNB Tied Advisor) in Durban to provide goal-based financial advice within the FNB branch network. You will leverage an established client ecosystem, referrals, and digital tools to deliver holistic investment and life insurance solutions while building long-term client relationships.

The role targets growth in AUM/API and offers commission-based earning with a strong brand and banking ecosystem behind you.