Branch Advisor FAIS
On-site · Adelaide, Eastern Cape, South Africa
Job Summary
Branch Advisor responsible for providing compliant, professional financial advice in a high-volume branch environment, building long-term client relationships, educating clients on banking platforms, and achieving sales/service targets while adhering to FAIS, FICA, and TCF requirements. The role emphasizes ethical, client-focused service, data/documentation accuracy, lead/referral management, and staying informed on industry trends and product knowledge to support sustainable business performance.
Required Qualifications
- Grade 12 / NQF Level 4
- Preferred: 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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