Personal Financial Advisor – Branch Banking & Digital Tools

FirstRand Limited; Roodepoort; On-site; ZAR 350,000 - 550,000; Full time

Job summary

FirstRand Limited, operating through FNB, seeks a Personal Financial Advisor to deliver holistic financial advice within a branch environment. You will assess client needs, craft tailored investment and wealth solutions, and leverage the bank's digital tools to strengthen client relationships.

Ideal candidates have 3–5 years of advisory experience, FAIS qualifications, and RE5 completion. The role emphasizes compliant selling, client-centric service, and attainment of AUM/API targets in a branch

Qualifications

• Experience in financial planning and needs analysis.
• Strong knowledge of investment and insurance products.
• EXperience in FAIS compliant sales and advisory roles.

Responsibilities

• Conduct financial needs analyses and develop plans.
• Recommend investments, insurance and wealth solutions.
• Engage branch customers to build advisory relationships.
• Convert opportunities into new business and manage client records.

Skills

Financial planning

Needs analysis

Relationship building

Consultative selling

Compliance awareness

Education

FAIS qualification (NQF5+)

RE5 Exam

COB: Investments/Long-Term Insurance

Tools

CRM software

Digital advice tools

Job description

FirstRand Limited, operating through FNB, seeks a Personal Financial Advisor to deliver holistic financial advice within a branch environment. You will assess client needs, craft tailored investment and wealth solutions, and leverage the bank's digital tools to strengthen client relationships.

Ideal candidates have 3–5 years of advisory experience, FAIS qualifications, and RE5 completion. The role emphasizes compliant selling, client-centric service, and attainment of AUM/API targets in a branch