Personal Financial Advisor: Growth‑Driven with Digital Tools

FNB South Africa; Durban; On-site; ZAR 350,000 - 520,000; Full time

Benefits offered by this job

Commission-based earnings

Brand support

Digital tools

Job summary

FNB South Africa is seeking a Personal Financial Advisor to operate within our branch environment in Durban. You will provide holistic financial advice, leveraging brand assets, client ecosystems and digital tools to grow AUM and API while meeting regulatory obligations.

The role emphasizes relationship-building, needs analyses and continuous client engagement, with commission-based earning potential and a focus on compliant, professional service across investments and long-term insurance.

Qualifications

• FAIS qualification and RE5 certification are required.
• Experience in providing financial advice with FAIS compliance.
• Class of Business for Investments and Long-Term Insurance completed.
• Proven sales achievement and client growth across segments.

Responsibilities

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

Skills

Financial planning

Investment knowledge

Consultative selling

Relationship management

Client engagement

Compliance awareness

Digital tools proficiency

Education

FAIS qualification (NQF 5+)

RE5 certification completed

Class of Business: Investments & Long-Term Insurance

Tools

Digital advisory tools

CRM software

Job description

FNB South Africa is seeking a Personal Financial Advisor to operate within our branch environment in Durban. You will provide holistic financial advice, leveraging brand assets, client ecosystems and digital tools to grow AUM and API while meeting regulatory obligations.

The role emphasizes relationship-building, needs analyses and continuous client engagement, with commission-based earning potential and a focus on compliant, professional service across investments and long-term insurance.