Branch Advisor: Trusted Financial Guidance & Growth

FirstRand Limited; Hillcrest; On-site; ZAR 180,000 - 320,000; Full time

Job summary

FirstRand Limited in South Africa seeks a Branch Advisor to deliver compliant, professional financial advice in a high-volume POP branch environment. You will understand client needs, offer suitable product solutions, and manage ongoing relationships in line with FAIS, FICA and TCF guidelines.

The role emphasizes ethical conduct, performance accountability, and continuous learning to stay current with industry trends and product knowledge.

Qualifications

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

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide a positive customer experience by being helpful and sensitive to transactional needs.
• Educate customers on the correct Banking platform aligned with their needs.
• Walk-in and existing clients in a high-volume branch environment with compliant advice.
• Achieve individual and branch sales and service targets while maintaining records.

Skills

Communication

Interpersonal skills

Sales mindset

Planning & organization

Attention to detail

Compliance awareness

Ethical advisory approach

Education

NQF Level 5 Banking/Business Administration/Customer Service

Job description

FirstRand Limited in South Africa seeks a Branch Advisor to deliver compliant, professional financial advice in a high-volume POP branch environment. You will understand client needs, offer suitable product solutions, and manage ongoing relationships in line with FAIS, FICA and TCF guidelines.

The role emphasizes ethical conduct, performance accountability, and continuous learning to stay current with industry trends and product knowledge.