Financial Advisor – Personal Banking (Kempton Park)
firstrand · Kempton Park
Job description
About the role
Join a trusted financial services leader and provide goal‑based advice to clients within the FNB branch network. You will leverage a strong brand, an established client ecosystem and digital tools to deliver holistic investment and life‑insurance solutions.
Key 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 in FNB branches, convert referrals into new business and grow client relationships.
- Maintain accurate client records, advice documentation and adhere to FAIS and regulatory standards.
- Achieve agreed sales, activity, Assets Under Management (AUM) and Annual Premium Income (API) targets.
Required profile
- 3–5 years of financial advisory experience with a proven sales track record.
- Experience in risk and investment product sales within a bank, insurer or tied advisory environment.
- FAIS qualification (NQF Level 5 or higher) and completed Regulatory Examination (RE5).
- Fully Fit & Proper compliant under FAIS regulations.
Required skills
What we offer
- Competitive earnings through commission and advice‑fee sharing.
- Access to FNB’s brand, digital advice tools and extensive banking distribution network.
- Opportunity to build a sustainable advisory practice and make a meaningful impact on clients’ financial goals.
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Published 2 weeks ago
Expires 1 month from now
24 views · 0 interested
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firstrand
Kempton Park
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