Personal Financial Advisor — Grow AUM & Impact Clients

firstrand; Benoni; On-site; ZAR 350,000 - 700,000; Full time

Job summary

FirstRand Group is seeking a Personal Financial Advisor to operate within an FNB branch environment. You will provide goal-based financial advice, leveraging a client ecosystem, digital tools and a broad product suite to deliver holistic investment and life insurance solutions.

You will build and maintain client relationships, conduct needs analyses, and aim for sustainable AUM growth while meeting regulatory requirements and branch targets.

Qualifications

• Minimum 3–5 years financial advisory experience.
• FSCA-recognised FAIS qualification (NQF Level 5 or higher).
• RE5 completed and FAIS compliance in good standing.
• Fully authorised FAIS subcategories for applicable products.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised plans.
• Recommend investments, insurance and wealth solutions aligned to client objectives.
• Engage FNB branch clients to build advice-driven relationships.
• Convert opportunities and referrals into new business.
• Build long-term client relationships through reviews and touchpoints.
• Achieve sales, activity, AUM and API targets.
• Maintain accurate client records and advice documentation.
• Adhere to FAIS, governance standards and regulatory obligations.

Skills

Financial planning

Relationship building

Consultative selling

Digital advisory tools

Investment knowledge

Insurance product knowledge

Education

FAIS qualification (NQF 5+)

RE5 examination

COB: Investments, Long-Term Insurance, Pension Fund Benefits

Tools

Digital advice tools

Job description

FirstRand Group is seeking a Personal Financial Advisor to operate within an FNB branch environment. You will provide goal-based financial advice, leveraging a client ecosystem, digital tools and a broad product suite to deliver holistic investment and life insurance solutions.

You will build and maintain client relationships, conduct needs analyses, and aim for sustainable AUM growth while meeting regulatory requirements and branch targets.