Job Overview 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. Key Responsibilities Provide tailored financial advice that addresses clients' risk and investment planning needs, focusing 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 FirstRand Group revenue growth. Maintain accurate records of client interactions and financial proposals. Qualifications FAIS accredited, NQF Level 6 or higher. Minimum 3 years industry experience. FAIS sub-categories for insure and invest. Fit and Proper – not under supervision. Candidate Profile 3 years experience in a similar role. Mandated and non-supervised for relevant subcategories as per underwritten life cover and complex investments. Digitally dexterous and client-centric. 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. Employment Equity Statement All appointments will be made in line with FirstRand 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. Note This advertisement is not for an active vacancy and is part of building a talent pool for future opportunities. #J-18808-Ljbffr