Personal Financial Advisor – Holistic Wealth Planner

FNB South Africa; Durban; In loco; ZAR 360.000 - 600.000; Tempo pieno

Descrizione del lavoro

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

Ideal candidates have 3–5 years of financial advisory experience, FAIS qualifications, RE5, and COB coverage for Investments, Long-Term Insurance and Pension Benefits. You will grow a sustainable practice through AUM and API growth.

Competenze

• FSCA-recognised FAIS qualification (NQF Level 5 or higher).
• RE5 regulatory examination completed.
• Fully Fit & Proper compliant for FAIS investments & long-term insurance (1.3, 1.4, 1.5, 1.14, 1.20).
• Class of Business: Investments, Long-Term Insurance, Pension Fund Benefits.
• 3–5 years financial advisory experience.
• Experience in bank, insurer, or tied advisory environment.
• Exposure to mass market or emerging affluent client segments.

Mansioni

• 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.

Conoscenze

Financial planning

Investment knowledge

Needs analysis

Relationship management

Compliance knowledge

Digital tools

Communication

Formazione

FAIS qualification (NQF 5+)

RE5 completed

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

Descrizione del lavoro

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

Ideal candidates have 3–5 years of financial advisory experience, FAIS qualifications, RE5, and COB coverage for Investments, Long-Term Insurance and Pension Benefits. You will grow a sustainable practice through AUM and API growth.