Personal Financial Advisor – Branch Banking

firstrand

Cape Town

On-site

ZAR 300,000 - 540,000

Full time

7 days ago

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Job summary

FirstRand Group’s FNB division seeks a Personal Financial Advisor to deliver holistic financial advice in a branch environment. The role leverages a strong brand, client ecosystem, and digital tools to drive investment and life insurance solutions while collaborating with branch stakeholders.

You will grow an advice practice through AUM and API targets, supported by referral networks and an integrated banking relationship framework.

Qualifications

Financial planning and needs analysis expertise.
Strong investment and insurance product knowledge.
Consultative selling and lead conversion capability.
Strong relationship-building and stakeholder management skills.
Excellent communication and client engagement capability.

Responsibilities

Conduct comprehensive financial needs analyses and develop personalised financial plans.
Recommend appropriate investment, insurance and wealth solutions aligned to client objectives and risk profiles.
Engage customers within FNB branches to build meaningful advice driven relationships.
Convert qualified opportunities and referrals into new business.
Build and maintain long-term client relationships through ongoing engagement and financial reviews.
Achieve agreed sales, activity, AUM and API targets.
Maintain accurate client records and advice documentation.
Adhere to FAIS requirements, internal governance standards and regulatory obligations.