Branch Advisor FAIS: Build Trusted Client Relationships

RMB; Vryheid; On-site; ZAR 180,000 - 260,000; Full time

Job summary

FNB Points of Presence in Vryheid invites applicants for a Branch Advisor role. You will provide compliant, professional financial advice and guide existing clients in a high-volume branch, aligning solutions with FAIS and FICA requirements and TCF principles.

The ideal candidate has an NQF Level 5 certificate and 1–3 years of client-facing experience in financial services, is client-focused, ethically driven, and can build long-term relationships while meeting sales and service targets.

Qualifications

• FAIS-compliant advice principles
• 1–3 years of client-facing financial services experience
• Strong understanding of regulatory requirements (FICA, TCF)

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch.
• Build and maintain long-term client relationships to support retention and growth.
• Educate customers on the correct channel and banking platform to meet needs.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Act with integrity and stay updated on industry trends.

Skills

Client-focused

Ethical advice

Sales targets

Communication skills

Teamwork

Education

NQF Level 5 Certificate (FAIS compliant)

Job description

FNB Points of Presence in Vryheid invites applicants for a Branch Advisor role. You will provide compliant, professional financial advice and guide existing clients in a high-volume branch, aligning solutions with FAIS and FICA requirements and TCF principles.

The ideal candidate has an NQF Level 5 certificate and 1–3 years of client-facing experience in financial services, is client-focused, ethically driven, and can build long-term relationships while meeting sales and service targets.