Adviser : Virtual (FAIS)

Absa Group Limited; Johannesburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services provider seeks an Adviser: Virtual (FAIS) in Johannesburg to deliver telephonic financial planning solutions. The ideal candidate will manage client portfolios and establish strong stakeholder relationships. A FETC and compliance with FAIS regulations are required. This role focuses on achieving sales targets and developing professional skills.

Qualifications

• Understanding of FAIS Fit and Proper Requirements applicable to this role.
• Experience per the FAIS Act.
• Attainment of FSCA-Approved Qualification Regulatory Exam for Representatives (RE5).

Responsibilities

• Provide financial planning solutions telephonically for clients.
• Build and maintain relationships with stakeholders.
• Meet sales and growth targets.

Skills

Financial planning

Client relationship management

Sales goals achievement

Honesty and integrity

Education

Further Education and Training Certificate (FETC)

Job description

Overview

Job title: Adviser : Virtual (FAIS). Job Location: Gauteng, Johannesburg. Deadline: December 31, 2025.

Responsibilities

• To provide holistic financial planning solutions telephonically for clients through regular reviewing the client’s portfolio in order to build a sustainable Virtual advisory practice.
• Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, Product providers, Virtual Advisers and Virtual Agents). Telephonically meet sales and / or growth targets.
• Personal Development : Manage own broker practice.
• FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service) : FSCA-Approved Qualification Regulatory Exam for Representatives (RE5).
• Experience As Per the FAIS Act; Product Specific Training once Onboarded; Class Of Business Training; Continuous Professional Development; Attest To Honesty, Integrity, and Good Standing.

Education

• Further Education and Training Certificate (FETC)

End Date: August 30, 2025

End of description includes any additional relevant contextual information from the original job description that remains applicable.