Wealth & Insurance Advisor

firstrand; Roodepoort; On-site; ZAR 420,000 - 660,000; Full time

Benefits offered by this job

Referral opportunities

Job summary

FirstRand Group, operating through FNB branches, seeks a Personal Financial Advisor to provide goal-based financial advice, leveraging a strong brand and digital tools to offer holistic investment and life insurance solutions.

You will engage branch customers, convert referrals into new business, and build lasting client relationships while achieving AUM, API, and sales targets in a compliant, regulated environment.

Qualifications

• Financial planning and needs analysis expertise.
• Strong investment and insurance product knowledge.
• Consultative selling and lead conversion capability.
• Strong relationship-building and stakeholder management skills.
• Excellent communication and client engagement capability.
• Commercial acumen and a results-driven mindset.
• Sound understanding of FAIS and compliance requirements.
• Digital proficiency and the ability to leverage technology-enabled advice tools.

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.
• 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.

Job description

FirstRand Group, operating through FNB branches, seeks a Personal Financial Advisor to provide goal-based financial advice, leveraging a strong brand and digital tools to offer holistic investment and life insurance solutions.

You will engage branch customers, convert referrals into new business, and build lasting client relationships while achieving AUM, API, and sales targets in a compliant, regulated environment.