Personal Financial Advisor: Growth with Digital Tools

FNB South Africa; Benoni; On-site; ZAR 360,000 - 600,000; Full time

Job summary

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

You should have 3–5 years in financial advisory with FAIS qualifications and RE5 completed. The role offers strong earning potential via commissions and API sharing across Gauteng and other regions, with a focus on sustainable

Qualifications

• Experience delivering goal-based financial advice within a branch environment.
• Solid knowledge of investment and life insurance products.
• Strong FAIS compliance and regulatory understanding required.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised plans.
• Recommend investments, insurance and wealth solutions aligned to client objectives and risk profiles.
• Engage customers in branches to build advisory relationships and convert referrals.
• Achieve sales, activity, AUM and API targets.
• Maintain accurate client records and compliance documentation.

Skills

Financial planning

Investment knowledge

Consultative selling

Relationship management

Communication

Commercial acumen

FAIS compliance

Digital tools

Education

FAIS qualification (NQF 5+)

RE5 completed

Job description

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

You should have 3–5 years in financial advisory with FAIS qualifications and RE5 completed. The role offers strong earning potential via commissions and API sharing across Gauteng and other regions, with a focus on sustainable