Private Financial Advisor

Description

To deliver exceptional financial advisory and intermediary service and education to Private Clients. The Private Financial Advisor will provide financial advice, focusing on insurance and investment solutions. The role requires FAIS accreditation, product expertise, and strong client engagement skills.

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our team in FNB Private Banking and Advisory
, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

• Provide tailored financial advice that addresses clients’ risk and investment planning needs.
• Primarily to 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.

All appointments will be made in line with First Rand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

06/03/26

Private Financial Advisor
• Johannesburg