Branch Advisor — FAIS Compliance & Client Growth

FirstRand Limited; Swellendam; On-site; ZAR 180,000 - 280,000; Full time

Job summary

FirstRand Limited seeks a Branch Advisor in a busy South African branch to deliver compliant financial advice, manage client relationships, and educate customers on banking channels. You will uphold FAIS and TCF standards while achieving service and sales targets.

Join a high-volume environment in which accuracy, ethical conduct, and strong communication are essential for building trusted client partnerships and driving growth.

Qualifications

• Minimum qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related FAIS-recognised field.
• Strong understanding of FAIS, TCF and client-centric advice principles.
• Proven 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.
• Educate clients on correct banking channels and input client information accurately.

Skills

FAIS knowledge

TCF awareness

Client-centric advice

Sales targets

Communication skills

Interpersonal skills

Problem solving

Attention to detail

Ethical approach

Independence

Education

NQF Level 5 Certificate in Banking

NQF Level 5 Certificate in Business Administration

NQF Level 5 Certificate in Customer Service

Job description

FirstRand Limited seeks a Branch Advisor in a busy South African branch to deliver compliant financial advice, manage client relationships, and educate customers on banking channels. You will uphold FAIS and TCF standards while achieving service and sales targets.

Join a high-volume environment in which accuracy, ethical conduct, and strong communication are essential for building trusted client partnerships and driving growth.