Branch Advisor: Build Relationships & Financial Solutions

FirstRand Limited; Springs; On-site; ZAR 580,000 - 670,000; Full time

Job summary

FirstRand Limited’s FNB POP seeks a Branch Advisor to deliver compliant financial guidance within a high-volume branch, nurturing client relationships and driving service targets. You will educate customers on banking channels, ensure documentation accuracy, and act in line with FAIS and TCF requirements.

The role emphasizes ethical advisory practices and branch performance accountability. Ideal candidates bring 1–3 years in client-facing financial services, a FAIS-recognized NQF Level 5, and

Qualifications

• Minimum FAIS-compliant customer-facing experience.
• Strong understanding of FAIS, TCF and client-centric advice principles.
• Proven ability to meet sales, service and compliance targets.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide compliant, professional financial advice to clients in a high-volume branch environment.
• Maintain accurate client records and documentation and manage leads and referrals.

Skills

Customer service

Sales targets

Communication skills

Education

NQF Level 5 Certificate in Banking/Business Admin/Customer Service

Job description

FirstRand Limited’s FNB POP seeks a Branch Advisor to deliver compliant financial guidance within a high-volume branch, nurturing client relationships and driving service targets. You will educate customers on banking channels, ensure documentation accuracy, and act in line with FAIS and TCF requirements.

The role emphasizes ethical advisory practices and branch performance accountability. Ideal candidates bring 1–3 years in client-facing financial services, a FAIS-recognized NQF Level 5, and