Branch Advisor FAIS - Trusted Financial Guidance

RMB; uMnambithi; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FNB Points of Presence in Ladysmith is hiring a Branch Advisor to deliver compliant financial advice in a high-volume branch. You will focus on understanding client needs, promoting appropriate banking solutions, and maintaining accurate records.

The role requires FAIS and TCF awareness, a minimum NQF5 certificate, 1–3 years in client-facing financial services, and a drive to grow relationships while upholding ethical standards.

Qualifications

• Minimum Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS
• 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services
• Strong understanding of FAIS, TCF, and client-centric advice principles

Responsibilities

• Build and manage long-term client relationships to support retention and growth
• Provide compliant, professional financial advice in a high-volume branch
• Educate customers to the correct Banking platform aligned with their needs
• Maintain accurate client records and documentation and achieve sales targets

Skills

Customer service

Relationship building

Communication

Sales targets

Education

NQF Level 5 Certificate in Banking

Job description

FNB Points of Presence in Ladysmith is hiring a Branch Advisor to deliver compliant financial advice in a high-volume branch. You will focus on understanding client needs, promoting appropriate banking solutions, and maintaining accurate records.

The role requires FAIS and TCF awareness, a minimum NQF5 certificate, 1–3 years in client-facing financial services, and a drive to grow relationships while upholding ethical standards.