Personal Financial Advisor — Build Wealth & AUM

Fnbnamibia; Benoni; On-site; ZAR 420,000 - 660,000; Full time

Benefits offered by this job

Commission potential

Brand reputation

Digital tools

Job summary

FNB is seeking a Personal Financial Advisor to operate within our branch network, delivering holistic financial plans and advice to clients. You will leverage a strong brand, existing client ecosystem and digital tools to grow AUM and API while maintaining regulatory standards.

Join a trusted financial services leader and help clients achieve their goals through professional financial advice within a supportive branch environment.

Qualifications

• FSCA-recognised FAIS qualification (NQF Level 5 or higher).
• RE5 Regulatory Examination completed.
• Fully Fit & Proper compliant (FAIS) for applicable investment and long-term insurance categories - 1.3, 1.4, 1.5, 1.14 and 1.20.
• Class of Business: Investments, Long-Term Insurance, Pension Fund Benefits completed.

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.

Skills

Financial planning

Needs analysis

Investment knowledge

Insurance knowledge

Consultative selling

Relationship building

FAIS compliance

Digital proficiency

Education

FAIS qualification (NQF 5+)

RE5 Regulatory Examination

Class of Business: Investments

Job description

FNB is seeking a Personal Financial Advisor to operate within our branch network, delivering holistic financial plans and advice to clients. You will leverage a strong brand, existing client ecosystem and digital tools to grow AUM and API while maintaining regulatory standards.

Join a trusted financial services leader and help clients achieve their goals through professional financial advice within a supportive branch environment.