Branch Advisor FAIS - Build Trusted Client Relationships

FirstRand Limited

Pretoria

On-site

ZAR 180,000 - 240,000

Full time

4 days ago
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Job summary

FirstRand Limited's FNB Points of Presence is hiring a Branch Advisor for Pretoria. The role focuses on understanding client financial needs, offering suitable product solutions, and maintaining ongoing client relationships in line with FAIS, FICA, and TCF principles.

You will operate in a high-volume service branch environment. You will educate customers on the correct channels, ensure timely follow-ups, and stay updated on product knowledge while achieving sales and service targets with

Qualifications

  • FAIS, TCF, and client-centric advice principles knowledge required.
  • Excellent communication and interpersonal skills required.
  • 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 in a high-volume branch.
  • Achieve individual and branch sales and service targets.
  • Maintain accurate and complete client records and documentation.

Skills

Client focus
Communication
Persuasive selling
Agile and flexible
Attention to detail

Education

NQF 5 FAIS recognition

Job description

FirstRand Limited's FNB Points of Presence is hiring a Branch Advisor for Pretoria. The role focuses on understanding client financial needs, offering suitable product solutions, and maintaining ongoing client relationships in line with FAIS, FICA, and TCF principles.

You will operate in a high-volume service branch environment. You will educate customers on the correct channels, ensure timely follow-ups, and stay updated on product knowledge while achieving sales and service targets with

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