Personal Financial Advisor: Build Holistic Wealth & Insurance

FirstRand Limited; Rustenburg; On-site; ZAR 350,000 - 520,000; Full time

Job summary

FirstRand Limited's FNB branch network in the North West is seeking a Personal Financial Advisor to deliver holistic financial advice, investments and life insurance solutions to clients within a trusted brand and digital tools.

You will conduct needs analyses, build relationships, achieve targets and ensure FAIS compliance while growing AUM and API through branch engagement and client reviews.

Qualifications

• Minimum 3–5 years financial advisory experience.
• FSCA-recognised FAIS qualification (NQF Level 5+).
• RE5 completed and fully Fit & Proper FAIS authorisation.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend investments, insurance and wealth solutions aligned to client objectives.
• Engage clients within branches to build advisory relationships.
• Convert referrals into new business and achieve sales targets.
• Maintain client records and comply with FAIS standards.

Skills

Financial planning

Client relationship management

Regulatory compliance

Consultative selling

Digital tools proficiency

Education

FAIS qualification (NQF 5+)

RE5 Certification

COB: Investments / Long-Term Insurance

Tools

Digital advice tools

Job description

FirstRand Limited's FNB branch network in the North West is seeking a Personal Financial Advisor to deliver holistic financial advice, investments and life insurance solutions to clients within a trusted brand and digital tools.

You will conduct needs analyses, build relationships, achieve targets and ensure FAIS compliance while growing AUM and API through branch engagement and client reviews.