Personal Financial Advisor — Growth & Holistic Planning

RMB; Roodepoort; On-site; ZAR 360,000 - 600,000; Full time

Job summary

RMB in South Africa seeks a Personal Financial Advisor to provide holistic investment and life insurance solutions within an FNB branch environment. You will deliver professional financial advice, supported by an established client ecosystem, referrals, and digital tools.

You will grow relationships, expand AUM and API, and benefit from commission and advice-fee sharing while ensuring FAIS compliance and governance standards. This role requires 3–5 years of advisory experience.

Qualifications

• Financial planning and needs analysis expertise.
• Strong investment and insurance product knowledge.
• Consultative selling and lead conversion capability.
• Strong relationship-building and stakeholder management skills.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend appropriate 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 product knowledge

Consultative selling

Relationship-building

Digital proficiency

Education

FAIS qualification (NQF 5+)

Regulatory Examination (RE5)

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

Job description

RMB in South Africa seeks a Personal Financial Advisor to provide holistic investment and life insurance solutions within an FNB branch environment. You will deliver professional financial advice, supported by an established client ecosystem, referrals, and digital tools.

You will grow relationships, expand AUM and API, and benefit from commission and advice-fee sharing while ensuring FAIS compliance and governance standards. This role requires 3–5 years of advisory experience.