Personal Financial Advisor: Holistic Wealth Growth

Wesbank; Roodepoort; On-site; ZAR 350,000 - 650,000; Full time

Job summary

WesBank, a trusted South African financial services brand, invites applications for a Personal Financial Advisor role within the FNB branch environment. You will leverage an established client ecosystem, referral opportunities and digital tools to deliver holistic wealth solutions.

You will conduct comprehensive financial needs analyses, develop personalised plans, and recommend investments and life insurance aligned to client objectives and risk profiles.

Qualifications

• Financial planning and needs analysis expertise.
• Strong investment and insurance product knowledge.
• Regulatory and FAIS compliance knowledge.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend investment and insurance 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

Needs analysis

Relationship-building

Consultative selling

Digital proficiency

Communication

Education

FSCA-recognised FAIS qualification (NQF Level 5+)

Regulatory Examination (RE5)

Fully Fit & Proper FAIS for applicable categories

Class of Business: Investments, Long-Term Insurance

Job description

WesBank, a trusted South African financial services brand, invites applications for a Personal Financial Advisor role within the FNB branch environment. You will leverage an established client ecosystem, referral opportunities and digital tools to deliver holistic wealth solutions.

You will conduct comprehensive financial needs analyses, develop personalised plans, and recommend investments and life insurance aligned to client objectives and risk profiles.