Personal Financial Advisor: Holistic Wealth Planning

FirstRand Limited; Benoni; On-site; ZAR 650,000 - 750,000; Full time

Job summary

FirstRand Limited’s FNB branch environment seeks a Personal Financial Advisor to deliver holistic financial advice. You will leverage an established client ecosystem and digital tools to grow AUM, API and client penetration while adhering to FAIS standards.

You will conduct needs analyses, recommend investment and life insurance solutions, and convert referrals into new business within a target-driven, compliant setting.

Qualifications

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

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 and maintain records.

Skills

Financial planning

Needs analysis

Investment products

Insurance products

Consultative selling

Relationship building

FAIS compliance

Education

FAIS qualification (NQF 5+)

RE5 regulatory exam

Class of Business: Investments

Class of Business: Long-Term Insurance

Job description

FirstRand Limited’s FNB branch environment seeks a Personal Financial Advisor to deliver holistic financial advice. You will leverage an established client ecosystem and digital tools to grow AUM, API and client penetration while adhering to FAIS standards.

You will conduct needs analyses, recommend investment and life insurance solutions, and convert referrals into new business within a target-driven, compliant setting.