Strategic Personal Financial Advisor

FirstRand Corporate Centre; Cape Town; On-site; ZAR 350,000 - 650,000; Full time

Job summary

FirstRand Corporate Centre is seeking a Personal Financial Advisor to operate within the FNB branch network, delivering holistic financial advice and solutions. You will utilise a strong brand, digital tools, and an established client ecosystem to grow AUM and API while maintaining FAIS compliance.

Ideal candidates have 3–5 years of advisory experience, RE5, and COB qualifications, with a client-centric mindset and a track record of sales growth in a bank or insurer environment.

Qualifications

• Minimum 3–5 years financial advisory experience.
• FSCA-recognised FAIS qualification (NQF Level 5 or higher).
• Regulatory Examination (RE5) completed.
• Fully Fit & Proper FAIS for applicable investment and long‑term insurance categories.

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 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

Investment knowledge

Insurance knowledge

Consultative selling

Relationship management

Communication

Digital tools proficiency

Education

FAIS qualification (NQF5+)

RE5 Completion

Class of Business: Investments, Long-Term Insurance

Job description

FirstRand Corporate Centre is seeking a Personal Financial Advisor to operate within the FNB branch network, delivering holistic financial advice and solutions. You will utilise a strong brand, digital tools, and an established client ecosystem to grow AUM and API while maintaining FAIS compliance.

Ideal candidates have 3–5 years of advisory experience, RE5, and COB qualifications, with a client-centric mindset and a track record of sales growth in a bank or insurer environment.