Branch Advisor FAIS – Client Relationships & Service

Wesbank; Pretoria; On-site; ZAR 508,000 - 688,000; Full time

Job summary

FNB in Pretoria invites applications for a Branch Advisor role. You will provide compliant, professional financial advice in a high-volume branch, build lasting client relationships, and educate customers on banking channels in line with FAIS and TCF.

The role requires a minimum NQF Level 5 FAIS-aligned certificate and 1–3 years in customer-facing financial services. You will achieve sales and service targets while maintaining accurate client records and upholding governance.

Qualifications

• NQF Level 5 FAIS certificate or equivalent.
• 1–3 years of customer-facing experience in financial services.
• Knowledge of FAIS, TCF and client-centric advice.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide compliant financial advice in a high-volume branch.
• Educate customers on the correct Banking platform.
• Achieve individual and branch sales and service targets.
• Maintain accurate client records and documentation.

Skills

FAIS knowledge

Sales targets

Communication skills

Client relationship

Compliance awareness

Education

NQF Level 5 FAIS certificate

Job description

FNB in Pretoria invites applications for a Branch Advisor role. You will provide compliant, professional financial advice in a high-volume branch, build lasting client relationships, and educate customers on banking channels in line with FAIS and TCF.

The role requires a minimum NQF Level 5 FAIS-aligned certificate and 1–3 years in customer-facing financial services. You will achieve sales and service targets while maintaining accurate client records and upholding governance.