Financial Planner – FNB (First National Bank), Part of FirstRand Group

Job Description

Role Purpose

An exciting entrepreneurial advisory role within a dynamic banking environment, where success is defined by your ability to cultivate and leverage strong internal and external relationships. This role offers uncapped, performance-driven earnings with significant upside through new business generation and recurring income streams. While no pre-assigned client book is provided, the role offers strong access to opportunity through the bank ecosystem, including daily exposure to client engagements, ongoing opportunities within branch and business banking environments, and the ability to build sustainable referral pipelines through internal partnerships.

Key Responsibilities

• Operate from within bank branches in your allocated region
• Build trusted relationships with bankers, relationship managers, and branch teams
• Position yourself as the go-to wealth and insurance specialist
• Convert opportunities into long-term client relationships
• Leverage daily client interactions and branch activity to generate new business opportunities
• Build and sustain a strong pipeline through effective internal networking and referrals

Requirements

• Have 5+ years experience in financial planning, insurance or wealth management
• Have a proven ability to build and manage a client portfolio
• Are relationship-driven and commercially minded
• Are NAMFISA compliant (or working towards compliance)
• Have an entrepreneurial mindset and strong self-drive
• Demonstrate the ability to generate business without reliance on allocated leads
• Take ownership of performance and income growth
• Are comfortable operating in a performance-based environment
• Hold a Grade 12 qualification with relevant diploma and life insurance certification
• Have a valid driver’s license

How to Apply

To apply, please visit: firstrand.wd3.myworkdayjobs.com (Job Code: R50661)

Closing Date: 2026-09-16