Branch Advisor FAIS

RMB; Pretoria; On-site; ZAR 240,000 - 360,000; Full time

Job summary

FNB Points of Presence (POP) in Pretoria is seeking a Branch Advisor to deliver compliant financial advice in a high-volume branch environment. You will educate customers on correct channels, manage client relationships, and meet service and sales targets while adhering to FAIS and TCF standards.

The ideal candidate has a minimum NQF Level 5 in Banking/Finance with 1–3 years of client-facing experience, and a strong ethical approach to advice.

Qualifications

• Strong understanding of FAIS, TCF, and client-centric advice principles.
• Proven ability to meet sales, service, and compliance targets.
• Access to a dynamic team environment and growth opportunities.

Responsibilities

• Provide compliant, professional financial advice to walk-in clients.
• Build and manage long-term client relationships in a high-volume branch.
• Maintain accurate client records and documentation in line with policy.

Skills

FAIS knowledge

TCF awareness

Client-focused service

Sales targets

Communication skills

Education

NQF Level 5 Certificate in Banking/Finance

Job description

Branch Advisor FAIS page is loaded## Branch Advisor FAISlocations: Pretoriatime type: Full timeposted on: Posted Todaytime left to apply: End Date: September 25, 2026 (8 days left to apply)job requisition id: R53594# **Job Description**Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.**Hello Future Branch Advisor**Welcome to **FNB**, the home of the **#changeables**. We strive to be a trusted partner helping to create a better world by providing innovative, contextual, and integrated financial solutions.As part of our team in **FNB Points of Presence (POP)**, you will be surrounded by unique talents, and an inclusive environment which value our differences and that lives up to the promise of being deeply invested.As a **Branch Advisor**, you will be responsible for providing compliant, professional financial advice and to walk in and existing clients within a high-volume service branch environment. The role focuses on understanding client financial needs, offering appropriate product solutions, and ensuring ongoing client relationship management in line with FAIS, FICA legislation and Treating Customers Fairly (TCF) principles and FNB governance.Now's the time to imagine your potential in a team where you can become the best version of yourself.**Are you someone who can:*** Build and manage long-term client relationships to support retention and growth* Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.* Educate customers to the correct Banking platform aligned with their needs.* Analyze customer data and provide appropriate financial advice and solutions aligned to client financial goals and in accordance with FAIS requirements* Maintain accurate and complete client records and documentation* Achieve individual and branch sales and service targets* Conduct yourself in an ethical manner.* Take accountability for your own performance, personal and career development.* Show empathy to customers.* Stay updated on industry trends and product knowledge.* Manage leads, referrals, and client follow-ups within agreed turnaround times**Qualification & Experience Requirement*** **minimum Qualification: NQF Level 5 Certificate** in Banking, Business Administration,Customer Service, or related fields recognized by FAIS* **1-3 years of experience** in customer-facing environments, service delivery, or client support within financial services**You will be an ideal candidate if you possess the following:*** Strong understanding of FAIS, TCF, and client-centric advice principles* Proven ability to meet sales, service, and compliance targets**You will have access to:*** Opportunities to build relationships as part of a dynamic team.* A challenging working environment* Personal and professional growth* Opportunities to have an impact on a local market as a brand ambassador.**You can be a match if you are:*** Client-focused and have an ethical approach to advice* Enjoy solving problems.* Persuasive selling skills* Agile and Flexible* Strong communication and interpersonal skills* Results-driven with strong planning and organization skills* Attention to detail and high compliance awareness* Ability to work independently and within a team**Apply now** if you are ready to take the next step in your career as an **FNB Points of Presence: Branch Advisor**, delivering exceptional service, growing customer relationships, and contributing to sustainable business performanceAll 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.## **Important Closing Date Note**#**Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.**25/09/26All 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.Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.Should you have any queries, please log it via.