Personal Wealth Advisor — Branch Network

FirstRand Life Assurance Ltd; Johannesburg; On-site; ZAR 450,000 - 750,000; Full time

Job summary

FirstRand Life Assurance Ltd in South Africa seeks a Personal Financial Advisor to deliver holistic investment and life insurance solutions within the FNB branch environment. You will conduct needs analyses, build client relationships, and convert opportunities into sustainable business while adhering to FAIS and regulatory requirements.

Competitive commission and advice-fee sharing support a rewarding career trajectory.

Qualifications

• Needs analyses and financial planning expertise.
• Strong knowledge of investments and insurance products.
• Consultative selling and lead conversion capability.
• Relationship-building and stakeholder management skills.
• Excellent communication and client engagement capability.
• Commercial acumen and a results-driven mindset.
• Solid understanding of FAIS compliance requirements.
• Proficiency with digital advice tools.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend investment, insurance and wealth solutions aligned to client objectives and risk profiles.
• Engage branch clients to build advice-driven relationships.
• Convert qualified opportunities into new business.
• Build and maintain long-term client relationships with regular reviews.
• Achieve sales, activity, AUM and API targets.
• Maintain accurate client records and advice documentation.
• Adhere to FAIS and regulatory obligations.

Skills

Financial planning

Investment knowledge

Insurance knowledge

Consultative selling

Relationship building

Communication skills

Commercial acumen

FAIS compliance

Digital tools

Education

FAIS qualification (NQF5+)

RE5 exam

COB: Investments/Long-Term Insurance/Pension Benefits

Job description

FirstRand Life Assurance Ltd in South Africa seeks a Personal Financial Advisor to deliver holistic investment and life insurance solutions within the FNB branch environment. You will conduct needs analyses, build client relationships, and convert opportunities into sustainable business while adhering to FAIS and regulatory requirements.

Competitive commission and advice-fee sharing support a rewarding career trajectory.