Financial Advisor (FNB Tied Advisor)

Join a trusted financial services leader and help clients achieve their financial goals through professional, goal-based financial advice. As a Personal Financial Advisor operating within the FNB branch environment, you will leverage a strong brand, established client ecosystem, referral opportunities and digital tools to deliver holistic investment and life insurance solutions. About the Opportunity • Build a rewarding advice career with one of South Africa’s leading financial services brands. • Within the FNB branch network, you will have access to an established client ecosystem, referral opportunities and one of the country’s largest banking distribution networks. • Leverage FNB’s trusted brand, digital advice tools and integrated banking relationships to deliver holistic financial solutions. • Partner with branch and staffing solutions stakeholders to identify opportunities and deepen client relationships. • Grow a sustainable advice practice through increased Assets Under Management (AUM), Annual Premium Income (API) and client penetration. • Enjoy competitive earning potential through commission and advice-fee sharing, while making a meaningful difference in helping clients achieve their financial goals. • Make a meaningful difference by helping clients achieve their financial goals through professional financial advice. What You Will Do • 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. What You Will Bring • 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. You will be an ideal candidate if you have the following: • Minimum 3 – 5 years financial advisory experience. • Proven track record of achieving sales and business growth targets. • Demonstrated sales experience in risk and investment products. • Experience operating in a bank, insurer, or tied advisory environment. • Exposure to mass market or emerging affluent client segments. • FSCA-recognised FAIS qualification (NQF Level 5 or higher). • Regulatory Examination (RE5) completed. • Fully Fit & Proper compliant (FAIS) for applicable investment and long-term insurance categories - 1.3, 1.4, 1.5, 1.14 and 1.20. • Fully authorised (not under supervision) for required FAIS subcategories. • Completed Class of Business (COB): Investments, Long-Term Insurance, Pension Fund Benefits. You will have success if you: • Are client-centric and passionate about helping clients achieve better financial outcomes. • Consistently convert opportunities into sustainable business results. • Build trusted, long-term client and stakeholder relationships. • Thrive in a target-driven environment and take ownership of your performance. • Demonstrate professionalism, integrity and strong compliance discipline. • Embrace digital ways of working, structured processes and continuous improvement. • Work independently, stay adaptable and maintain high levels of activity and discipline. Locations: • Gauteng • KZN South • Western Cape • North West