Personal Financial Advisor - Branch Banking & Wealth Growth

FirstRand Bank India; Roodepoort; On-site; ZAR 380,000 - 520,000; Full time

Job summary

FirstRand Bank is seeking a Personal Financial Advisor within the FNB branch network to deliver holistic financial advice and wealth solutions. You will leverage a strong brand and digital tools to build relationships, grow AUM, and convert referrals into new business.

The role requires FAIS qualifications, RE5, and 3–5 years of advisory experience, with a focus on compliant, client-centric service and achievement of sales targets.

Qualifications

• Minimum 3–5 years financial advisory experience.
• Proven sales and business growth track record.
• Experience in bank, insurer, or tied advisory environments.
• Exposure to mass market or emerging affluent clients.
• FSCA-recognised FAIS qualification and RE5 completed.

Responsibilities

• Conduct financial needs analyses and develop personalised plans.
• Recommend investments, insurance and wealth solutions per client objectives.
• Engage branch clients to build advice-driven relationships.
• Convert referrals into new business and grow AUM/API.
• Maintain client records, comply with FAIS and governance standards.

Skills

Financial planning

Investment product knowledge

Insurance product knowledge

Consultative selling

Relationship-building

Communication skills

Compliance and FAIS

Education

FAIS qualification (NQF5+)

RE5 regulatory exam

Class of Business: Investments

Class of Business: Long-Term Insurance

Class of Business: Pension Fund Benefits

Job description

FirstRand Bank is seeking a Personal Financial Advisor within the FNB branch network to deliver holistic financial advice and wealth solutions. You will leverage a strong brand and digital tools to build relationships, grow AUM, and convert referrals into new business.

The role requires FAIS qualifications, RE5, and 3–5 years of advisory experience, with a focus on compliant, client-centric service and achievement of sales targets.