Personal Financial Advisor – Growth & Holistic Planning

FirstRand Limited; Noordwes; On-site; ZAR 420,000 - 640,000; Full time

Job summary

FirstRand Limited, via the FNB branch network, seeks a Personal Financial Advisor to deliver holistic financial planning, investment and life insurance guidance. You will engage branch clients, convert referrals into new business and build lasting relationships while meeting AUM, API and activity targets.

The ideal candidate has 3–5 years in financial advisory, FAIS qualifications, RE5, and COB credentials. This role emphasizes digital tools, compliance discipline and customer-centric service.

Qualifications

• Experience in financial advisory in a bank, insurer or tied advisory environment.
• Proven track record of achieving sales and business growth targets.
• Strong knowledge of FAIS and regulatory requirements.
• Excellent communication and client engagement capability.
• Exposure to mass market or emerging affluent client segments.

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 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

Investment knowledge

Insurance products

Consultative selling

Relationship-building

FAIS compliance

Digital tools

Education

FAIS qualification (NQF 5+)

RE5 Regulatory Examination

Class of Business: Investments, Long-Term Insurance, Pension Fund Benefits

Fully authorised FAIS subcategories

Tools

Digital advice tools

Job description

FirstRand Limited, via the FNB branch network, seeks a Personal Financial Advisor to deliver holistic financial planning, investment and life insurance guidance. You will engage branch clients, convert referrals into new business and build lasting relationships while meeting AUM, API and activity targets.

The ideal candidate has 3–5 years in financial advisory, FAIS qualifications, RE5, and COB credentials. This role emphasizes digital tools, compliance discipline and customer-centric service.