Branch Advisor FAIS | Build Client Relationships & Compliance

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

Job summary

FirstRand Bank Limited is hiring a Branch Advisor for its POP network. You will deliver compliant, professional financial guidance while helping customers choose the right channel and product solutions.

The role focuses on understanding client financial needs, maintaining records, and achieving sales and service targets in a fast-paced branch environment with a strong emphasis on ethical advice.

Qualifications

• Explicit banking and financial services knowledge required.
• Understanding of FAIS, FICA and TCF compliance obligations.
• Focus on compliant, client-centric financial advice in branch settings.

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch.
• Build and manage long-term client relationships to support retention and growth.
• Educate customers to the correct Banking platform aligned with their needs.
• Maintain accurate client records and documentation in line with policy.
• Achieve individual and branch sales and service targets.
• Conduct yourself ethically and adhere to FAIS, FICA, and TCF requirements.

Skills

FAIS knowledge

TCF compliance

Client-centric advice

Sales targets

Strong communication

Relationship management

Education

Grade 12 / NQF Level 4

NQF Level 5 Banking/Finance

Job description

FirstRand Bank Limited is hiring a Branch Advisor for its POP network. You will deliver compliant, professional financial guidance while helping customers choose the right channel and product solutions.

The role focuses on understanding client financial needs, maintaining records, and achieving sales and service targets in a fast-paced branch environment with a strong emphasis on ethical advice.