Jobs Companies FirstRand Financial Planner-3

Sobre esta vaga de Financial Planner-3 na FirstRand

FirstRand · Presencial · Windhoek

Job Description

To liaise with clients and insurance companies to find the best deals for insurance cover and actively promote products to increase profitability.

Hello Future Financial Planner (South)

Welcome to FNB Namibia, where we believe help is at the heart of human greatness. We are expanding our wealth and insurance advisory footprint across key regions and are looking for experienced Financial Planners to build sustainable, high-earning advisory practices within a banking environment.

Preference shall be given to suitably qualified applicants from the designated groups as defined in the Affirmative Action Act, 29 of 1998.

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.

It is ideally suited to experienced advisors who are confident in their ability to build networks, identify opportunities, and convert these into long-term, sustainable value.

Are you someone who can:

  • 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

You will be an ideal candidate if you:

  • 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

Locations

  • Southern Area (Keetmanshoop / Mariental)

You will have access to:

  • A trusted banking environment with an existing client base and established financial needs
  • Strong brand backing and credibility within the market
  • Opportunities to collaborate with specialist solution teams
  • Cross-sell opportunities across insurance, investments, and banking solutions
  • A dynamic and evolving working environment with opportunities to innovate and grow

We can be a match if you are:

  • Always doing the right thing – Fight for ethical conduct and transparency
  • Curious – Believe in insight and creativity to unlock value
  • Deeply invested – Take initiative and lead yourself and your business
  • Valuing differences – Be inclusive, respectful, and collaborative
  • Building trust not territory – Create a culture of partnership and sharing
  • Courageous – Confident to engage, influence, and build within a banking environment

Are you interested to take the step? We look forward to engaging with you further. Apply now!

All appointments will be made in line with FirstRand Namibia’s Employment Equity plan.The Group actively supports the recruitment and advancement of people with disabilities. We encourage that candidates voluntarily declare their disability and consult the Group should they require reasonable accommodation.

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Job Details

Application Closing Date

16/09/26

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.

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Sobre a FirstRand

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The Fir

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