This Branch Consultant/Financial Advisor role offers a permanent contract with promising growth opportunities. You’ll immerse yourself in a supportive team, focused on delivering value-driven client financial solutions. Candidates will ideally have at least one year’s experience in sales or marketing, along with Matric. A strong advantage includes insurance experience or compliance with FAIS requirements.

Typical Day and Key Responsibilities

Each day, you’ll build trusting relationships with clients by offering insightful advice on financial solutions. The position requires updating clients on new or updated products and promoting value-added offerings to drive target achievement.

Expect to manage daily appointments, capitalising on both scheduled and walk-in opportunities. You’ll conduct due diligence, validate compliance, and process new business while managing client portfolios.

Maintaining regular contact with clients, you’ll send payment reminders, consult on payment options, and provide ongoing support. Troubleshooting client queries and resolving concerns quickly is integral to your in-branch service.

You will carry out record-keeping, report activities, and stay abreast of compliance standards and professional development requirements.

What Makes This Role Attractive

The biggest drawcard for this role is the opportunity for consistent professional development and the potential to take your financial services career to the next level.

The supportive and diverse team environment means you’ll not only have the resources you need to succeed but also colleagues focused on inclusive growth and learning.

Pontos a considerar

The learning curve is steep—keeping up-to-date with multiple product changes and compliance requirements is a must. You will need strong time management skills under pressure.

Proactive client retention and follow-ups will require persistence and a solutions-driven mindset at all times.

Final Verdict

This Branch Consultant/Financial Advisor role is an excellent fit for those eager to grow in financial services, foster client relationships, and prioritise service quality. With ample support, competitive growth prospects, and a focus on professional advancement, this position is ideal for dedicated candidates seeking a rewarding long-term opportunity.