FAIS Branch Advisor: Customer-Centric Financial Solutions

Wesbank; Cape Town; On-site; ZAR 361,000 - 602,000; Full time

Job summary

FNB POP in Cape Town is seeking a Branch Advisor to deliver compliant financial guidance and product solutions in a high-volume setting. You will educate clients on the correct banking channels, manage leads and maintain client records.

Requirements include Grade 12/NQF 4 (NQF 5 preferred) and 1–3 years in customer-facing financial services. Emphasis on FAIS, TCF, and ethical advisory practices.

Qualifications

• Minimum qualification: Grade 12/NQF 4; preferred NQF 5 in Banking/related fields.
• 1–3 years in customer-facing environments within financial services.
• Strong FAIS, TCF knowledge and client-centric advice principles.

Responsibilities

• Build and manage long-term client relationships to support retention and growth.
• Provide compliant financial advice and solutions aligned to client goals.
• Achieve individual and branch sales and service targets.
• Maintain accurate and complete client records and documentation.

Skills

FAIS knowledge

TCF knowledge

Client-centric advice

Sales and targets

Communication skills

Education

Grade 12 / NQF 4

NQF 5 in Banking/related

Job description

FNB POP in Cape Town is seeking a Branch Advisor to deliver compliant financial guidance and product solutions in a high-volume setting. You will educate clients on the correct banking channels, manage leads and maintain client records.

Requirements include Grade 12/NQF 4 (NQF 5 preferred) and 1–3 years in customer-facing financial services. Emphasis on FAIS, TCF, and ethical advisory practices.