Private Financial Advisor

Job title:

Private Financial Advisor

Job Location:

Gauteng, Johannesburg

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• Provide tailored financial advice that addresses clients’ risk and investment planning needs.
• Primarily focus on FNB Life Customized and/or Dynamic Life aligned with each client’s unique financial goals and circumstances.
• Recommend FNB Life and FNB Invest products that align with the client’s financial requirements.
• Assess clients’ financial status, including income, expenses, assets, and liabilities.
• Develop personalized financial plans to meet short-term and long-term goals.

• Build and maintain strong relationships with clients through regular communication.
• Educate clients on FNB financial products and services.
• Adjust financial plans based on life changes.

• Ensure all financial advice complies with FAIS regulations and legislation.
• Stay updated on changes in financial laws and industry standards.
• Maintain ethical standards and fiduciary responsibility.

• Identify and pursue new client opportunities.
• Promote financial products and services offered by FNB Life.
• Meet sales targets and contribute to the First Rand Group revenue growth.

• Maintain accurate records of client interactions and financial proposals.

• FAIS accredited NQF Level 6 or higher
• Minimum 3 years industry experience
• Required FAIS Subcategories for insure and invest
• Fit and Proper – not under supervision

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

• 3 Years Experience in a similar role
• Mandated and non-supervised for relevant subcategories as per pertaining to underwritten life cover and complex investments.
• Digitally Dexterous
• Client centricity
• Experience in cold calling and sourcing business through referrals.
• Strong financial planning acumen
• Good understanding of risk and invest products and replacement process.
• Good understanding and application of FAIS and Regulatory Framework.

End Date:
December 16, 2025