Branch Advisor FAIS

FirstRand Limited; Roodepoort; On-site; ZAR 240,000 - 360,000; Full time

Job summary

FirstRand Limited is seeking a Branch Advisor to deliver compliant, professional financial guidance in a high-volume branch. You will focus on understanding client needs, offering suitable product solutions, and maintaining strong client relationships in line with FAIS and TCF principles.

You will educate customers on the right channel, manage leads, and consistently meet branch targets while upholding ethical standards and regulatory requirements.

Qualifications

• Strong FAIS/TCF knowledge and client-centric advice principles.
• Ability to build long-term client relationships with ethical conduct.
• Experience in a high-volume service environment is preferred.

Responsibilities

• Provide compliant, professional financial advice in a busy branch.
• Build and manage long-term client relationships for retention and growth.
• Educate customers on banking channels that best fit their needs.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Handle leads, referrals, and follow-ups within agreed timelines.

Skills

Client relationships

Sales targets

Communication skills

Empathy

Education

NQF Level 5 Banking/FAIS recognized

Job description

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.


• Connect with our customers by living up to our brand promise of \"how can we help you?\" at all times.


• 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 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

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.

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.

20/10/26

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.