FAIS Branch Advisor: Elevate Customer Experience

FirstRand Limited; Ventersdorp Local Municipality; On-site; ZAR 580,000 - 614,000; Full time

Job summary

FirstRand Limited in Ventersdorp seeks a Branch Advisor to deliver compliant financial guidance and build lasting client relationships within a busy POP environment. You will offer suitable product solutions, educate clients on the correct banking channels, and ensure documentation adheres to FAIS and FICA policies.

The role emphasizes ethical advice, strong sales and service targets, and the ability to balance independent work with team collaboration, while staying updated on industry trends

Qualifications

• Minimum NQF Level 5 Certificate in Banking, Admin or related FAIS-recognised field.
• 1–3 years in customer-facing environments within financial services.
• Knowledge of FAIS, TCF and client-centric advisory principles.

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch.
• Build and maintain long-term client relationships.
• Achieve individual and branch sales and service targets.
• Maintain accurate client records and documentation.
• Manage leads, referrals and client follow-ups.

Skills

FAIS knowledge & TCF

Client-centric advice

Persuasive selling

Communication skills

Teamwork

Planning & organization

Attention to detail

Ethical approach

Education

NQF Level 5 Certificate in Banking/related FAIS field

Job description

FirstRand Limited in Ventersdorp seeks a Branch Advisor to deliver compliant financial guidance and build lasting client relationships within a busy POP environment. You will offer suitable product solutions, educate clients on the correct banking channels, and ensure documentation adheres to FAIS and FICA policies.

The role emphasizes ethical advice, strong sales and service targets, and the ability to balance independent work with team collaboration, while staying updated on industry trends