Personal Financial Advisor: Grow Your AUM & Impact

FNB South Africa; Roodepoort; On-site; ZAR 420,000 - 640,000; Full time

Job summary

FNB South Africa is seeking a Personal Financial Advisor to deliver goal-based financial advice within the branch environment. You will leverage a strong brand, client ecosystem and digital tools to offer holistic investment and life insurance solutions.

Grow your advisory practice by building relationships, managing assets and achieving API targets in a regulated banking setting. AUM growth and referral opportunities are central to the role.

Qualifications

• Minimum 3–5 years financial advisory experience.
• FSCA-recognised FAIS qualification (NQF Level 5 or higher).
• Regulatory Examination (RE5) completed.
• Fully Fit & Proper FAIS compliance for applicable investment and long-term insurance categories.
• Fully authorised for required FAIS subcategories and COB: Investments, Long-Term Insurance, Pension Fund Benefits.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend investment, insurance and wealth solutions aligned to client objectives and risk profiles.
• Engage customers within FNB branches to build advice-driven relationships.
• Convert qualified opportunities and referrals into new business.
• Build long-term client relationships through ongoing engagement and reviews.
• Achieve sales, activity, AUM and API targets.
• Maintain accurate client records and advice documentation.
• Adhere to FAIS requirements and regulatory obligations.

Skills

Financial planning

Investment knowledge

Insurance knowledge

Consultative selling

Relationship management

Compliance discipline

Digital proficiency

Education

FAIS qualification (NQF 5+)

RE5 exam completed

Job description

FNB South Africa is seeking a Personal Financial Advisor to deliver goal-based financial advice within the branch environment. You will leverage a strong brand, client ecosystem and digital tools to offer holistic investment and life insurance solutions.

Grow your advisory practice by building relationships, managing assets and achieving API targets in a regulated banking setting. AUM growth and referral opportunities are central to the role.