FAIS Branch Advisor: Elevate Client Financial Guidance

FirstRand Limited; Pretoria; On-site; ZAR 552,000 - 661,000; Full time

Job summary

FirstRand Limited’s FNB Points of Presence in Pretoria seeks a Branch Advisor to provide compliant, professional financial advice and manage client relationships in a high-volume branch. You will educate customers on the correct channels and align solutions with FAIS requirements.

The role emphasizes ethical conduct, target achievement, and ongoing development within a dynamic team. Strong communication and problem-solving skills are essential.

Qualifications

• FAIS, TCF, and client-centric advice principles are essential.
• Proven ability to meet sales, service, and compliance targets.
• Banking knowledge and regulatory awareness required.

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 to the correct Banking channel aligned with their needs.
• Connect with customers by living up to the brand promise of “how can we help you?”
• Analyze client data to provide appropriate financial advice and solutions compliant with FAIS.
• Maintain accurate client records and documentation.
• Achieve individual and branch sales and service targets.
• Act ethically and take accountability for performance and development.
• Show empathy to customers and stay updated on industry trends and product knowledge.

Skills

FAIS knowledge

TCF familiarity

Client-centric advice

Sales targets

Strong communication

Team collaboration

Education

NQF Level 5 Certificate (Banking/Business Admin/Customer Service)

Job description

FirstRand Limited’s FNB Points of Presence in Pretoria seeks a Branch Advisor to provide compliant, professional financial advice and manage client relationships in a high-volume branch. You will educate customers on the correct channels and align solutions with FAIS requirements.

The role emphasizes ethical conduct, target achievement, and ongoing development within a dynamic team. Strong communication and problem-solving skills are essential.