Personal Financial Advisor: Build Wealth & Life Plans

RMB; Kempton Park; On-site; ZAR 420,000 - 640,000; Full time

Benefits offered by this job

Competitive commission structure

Job summary

RMB in Kempton Park is seeking a driven Financial Advisor to deliver goal-based financial advice in a branch setting. You will leverage a trusted brand, client ecosystem, and digital tools to provide holistic investment and life insurance solutions.

Ideal candidates have 3–5 years in financial advisory, FAIS qualifications, and a track record of growing AUM while maintaining regulatory compliance. Role offers commission-based earning within a bank/branch environment.

Qualifications

• FAIS compliant adviser with 3–5 years' advisory experience.
• Experience in investment and risk products.
• Bank/insurer/tied advisory environment preferred.
• Exposure to mass market or emerging affluent clients.
• FSCA-recognised FAIS qualification (NQF5+).

Responsibilities

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

Skills

Financial planning

Relationship building

Consultative selling

Digital tools

Education

FAIS qualification (NQF 5+)

Tools

CRM software

Digital advice tools

Job description

RMB in Kempton Park is seeking a driven Financial Advisor to deliver goal-based financial advice in a branch setting. You will leverage a trusted brand, client ecosystem, and digital tools to provide holistic investment and life insurance solutions.

Ideal candidates have 3–5 years in financial advisory, FAIS qualifications, and a track record of growing AUM while maintaining regulatory compliance. Role offers commission-based earning within a bank/branch environment.