Adviser: Virtual (FAIS)

Absa Group; Johannesburg; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Join a forward-thinking financial services group that empowers Africa’s future. In this role, you will provide holistic financial planning solutions to clients, helping them achieve their financial goals. You will manage your own virtual advisory practice, ensuring compliance with regulatory requirements while meeting sales targets. This position offers a unique opportunity to be part of a diverse team dedicated to making a positive impact in the community. If you're passionate about financial services and eager to grow your career, this is the perfect opportunity for you.

Qualifications

• Experience in financial planning and client relationship management.
• Must meet FAIS Fit and Proper Requirements.

Responsibilities

• Provide financial planning solutions to clients telephonically.
• Establish and maintain relationships with stakeholders.

Skills

Financial Planning

Sales Targets Achievement

Client Relationship Management

Regulatory Compliance

Education

Further Education and Training Certificate (FETC)

FSCA-Approved Qualification

Regulatory Exam for Representatives (RE5)

Job description

time left to apply End Date: May 12, 2025 (18 days left to apply)

job requisition id R-15974253

Empowering Africa’s tomorrow, together…one story at a time.

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

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.

Job Description

1. Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, Product providers, Virtual Advisers and Virtual Agents).
2. Telephonically meet sales and/or growth targets.
3. Personal Development: Manage own broker practice.
4. FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):
1. FSCA-Approved Qualification
2. Regulatory Exam for Representatives (RE5)
3. Experience As Per the FAIS Act
4. Product Specific Training once Onboarded
5. Class Of Business Training
6. Continuous Professional Development
7. Attest To Honesty, Integrity, and Good Standing

Education

Further Education and Training Certificate (FETC)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised.

About Us

Absa Group Limited (“Absa Group”) is listed on the Johannesburg Stock Exchange and is one of Africa’s largest diversified financial services groups.

Absa Group offers an integrated set of products and services across personal and business banking, corporate and investment banking, wealth and investment management and insurance.

Absa Group owns majority stakes in banks in Botswana, Ghana, Kenya, Mauritius, Mozambique, Seychelles, South Africa, Tanzania (Absa Bank Tanzania and National Bank of Commerce), Uganda and Zambia and has insurance operations in Botswana, Kenya, Mozambique, South Africa and Zambia. Absa also has representative offices in China, Namibia, Nigeria and the United States, as well as securities entities in the United Kingdom and the United States, along with technology support colleagues in the Czech Republic.