Branch Advisor FAIS
On-site · Johannesburg, Gauteng, South Africa
Job Summary
As a Branch Advisor, provide compliant, professional financial advice in a high-volume branch environment, focusing on understanding client financial needs and offering appropriate solutions. Build and manage long-term client relationships to support retention and growth, educate customers on the correct Banking platform, and connect with clients by living the brand promise of “how can we help you?” while maintaining accurate client records and documentation. Manage leads, referrals, and client follow-ups within agreed turnaround times, and stay updated on industry trends and product knowledge to ensure advice aligns with FAIS requirements and Treating Customers Fairly principles.
Required Qualifications
- Grade 12 / NQF Level 4
- 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
- Proven ability to meet sales, service, and compliance targets
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