Adviser : Virtual (FAIS)

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

Job summary

A leading financial services firm in Johannesburg is seeking an Adviser: Virtual to provide comprehensive financial planning solutions to clients through telephonic interactions. The ideal candidate will establish client relationships, manage their own broker practice, and ensure compliance with FAIS requirements. Candidates must hold a Further Education and Training Certificate and demonstrate a commitment to personal development. This role offers the opportunity to make a significant impact in a dynamic advisory environment.

Qualifications

• Proven ability to provide telephonic financial planning solutions to clients.
• Experience in maintaining professional relationships with various stakeholders.
• Understanding of the FAIS Fit and Proper Requirements.

Responsibilities

• Establish and maintain professional relationships with stakeholders.
• Manage broker practice and achieve sales targets.
• Comply with FAIS Act and participate in required training.

Skills

Holistic financial planning solutions

Sales and growth target achievement

Client relationship management

Effective communication

Education

Further Education and Training Certificate (FETC)

Job description

Job title: Adviser: Virtual (FAIS)

Job Location: Gauteng, Johannesburg

Deadline: December 31, 2025

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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

• 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