Strategic Financial Advisor: Growth, AUM & Insurance

FirstRand Limited; Gauteng; Hybrid; ZAR 502,000 - 670,000; Full time

Job summary

FirstRand Limited, through its FNB branch network, seeks a Personal Financial Advisor to deliver goal-oriented financial advice. You will leverage an established client ecosystem, drive referrals, and use digital tools to present holistic investment and life insurance solutions.

You will conduct rigorous financial analyses, tailor plans to client risk profiles, and build long-term relationships while meeting AUM and API targets in a bank-driven environment.

Qualifications

• Proven financial planning and needs-analysis capabilities.
• Strong knowledge of investment and insurance products.
• Consultative selling and ability to convert leads into clients.
• FAIS compliance and regulatory understanding required.

Responsibilities

• Conduct comprehensive financial needs analyses and develop personalised financial plans.
• Recommend investment, insurance, and wealth solutions aligned to client objectives.
• Engage clients within branches to build advisory relationships and drive referrals.
• Achieve sales, AUM and API targets while maintaining accurate records.

Skills

Financial planning

Investment knowledge

Lead conversion

Relationship management

Digital tools

Communication

Education

FAIS qualification (NQF5+)

RE5 certification

Job description

FirstRand Limited, through its FNB branch network, seeks a Personal Financial Advisor to deliver goal-oriented financial advice. You will leverage an established client ecosystem, drive referrals, and use digital tools to present holistic investment and life insurance solutions.

You will conduct rigorous financial analyses, tailor plans to client risk profiles, and build long-term relationships while meeting AUM and API targets in a bank-driven environment.