Branch Advisor FAIS — Client-Focused Financial Advice

FirstRand Group; Cape Town; On-site; ZAR 548,000 - 656,000; Full time

Benefits offered by this job

Growth opportunities

Brand ambassador role

Challenging environment

Professional development

Job summary

FirstRand Group is seeking a Branch Advisor in Cape Town to deliver compliant financial guidance at a high-volume branch. You will educate customers on banking channels, build lasting client relationships, and ensure accurate records while achieving sales and service targets in line with FAIS and TCF principles.

The role emphasizes ethical conduct, ongoing knowledge of products, and the ability to manage leads and referrals with timely follow-ups. This is a full-time position in a POP branch.

Qualifications

• Understanding FAIS, TCF, and client-centric advice principles.
• Ability to meet sales, service, and compliance targets.
• Experience in client-facing environments within financial services is preferred.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience and educate customers on the correct channel.
• Maintain accurate client records and documentation while meeting service targets.
• Conduct yourself ethically and stay updated on industry trends and product knowledge.

Skills

FAIS knowledge

TCF adherence

Relationship building

Sales targets

Education

Grade 12 / NQF Level 4

NQF Level 5 Banking certificate

Job description

FirstRand Group is seeking a Branch Advisor in Cape Town to deliver compliant financial guidance at a high-volume branch. You will educate customers on banking channels, build lasting client relationships, and ensure accurate records while achieving sales and service targets in line with FAIS and TCF principles.

The role emphasizes ethical conduct, ongoing knowledge of products, and the ability to manage leads and referrals with timely follow-ups. This is a full-time position in a POP branch.