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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.

Job Summary

Type: full-time
Location: Windhoek
Category: Finance
Closing Date: 2026-08-07

Key Responsibilities

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

REF Code: R50662 | Job Code: R50662

About the Company

FNB Namibia stands as a leading financial services provider, deeply embedded within the country's economic landscape. As a key subsidiary of the FirstRand Group, it delivers a comprehensive suite of banking products and services tailored for individuals, businesses, and corporate clients across Namibia. From personal banking and innovative digital solutions to corporate finance and wealth management, FNB Namibia supports a wide array of financial needs. The bank maintains an extensive network of branches and ATMs, ensuring accessibility and service delivery from Windhoek to smaller towns. Committed to fostering economic growth and financial inclusion, FNB Namibia plays a vital role in the nation's development by empowering its customers and communities.

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Frequently Asked Questions

What are the typical educational qualifications and certifications expected for a Financial Planner-3 role in Namibia?

Candidates generally require a Bachelor's degree in Finance, Economics, Business Administration, or a related field. Professional certifications like the Certified Financial Planner (CFP) designation are highly valued and often preferred for this level. Relevant industry experience in financial services is also a key consideration.

What are the common day-to-day responsibilities of a Financial Planner-3 in Namibia?

Daily tasks involve conducting client meetings to assess financial needs, developing personalized financial plans covering investments, retirement, and insurance. This also includes researching financial products, maintaining client relationships, and ensuring compliance with local financial regulations.

How would you describe the typical work culture and expectations for a Financial Planner at a large bank in Namibia?

The work culture is generally professional and client-centric, emphasizing integrity, strong ethical conduct, and adherence to regulatory standards. Expect a performance-driven environment with a focus on building long-term client relationships and contributing to the bank's objectives within the Namibian market.

What are the realistic career progression paths for a Financial Planner-3 within the Namibian banking sector?

A Financial Planner-3 can typically advance to Senior Financial Planner, Wealth Manager, or even team lead roles within the private banking division. Opportunities also exist to specialize in areas like corporate finance or move into broader management positions within the financial services industry in Namibia.

What common benefits can a Financial Planner expect in Namibia, such as leave, medical aid, or pension?

Established Namibian banks typically offer comprehensive benefits packages including competitive annual leave, a robust medical aid scheme, and participation in a pension or provident fund. These benefits aim to support employee well-being and long-term financial security.

What advice do you have for applying to a Financial Planner role at a Namibian bank, and what do employers typically look for?

Tailor your CV and cover letter to highlight client service experience, analytical skills, and knowledge of the Namibian financial market. Employers seek candidates with strong communication abilities, a proactive approach to client acquisition and retention, and a clear understanding of financial planning principles.

Advisory Financial Planning FNB Insurance Wealth Management