AIFA Financial Adviser for Everyday Banking

Absa Bank Limited; Cape Town; On-site; ZAR 360,000 - 720,000; Full time

Job summary

Absa Bank Limited is seeking a FAIS licensed financial adviser to execute the six steps of financial planning, perform Financial Needs Analysis, and recommend Absa-approved products. The adviser will review client needs regularly, ensure compliance, and drive sales within the bancassurance structure.

Role requires adherence to FAIS, FICA, and regulatory standards, plus the ability to generate leads, conduct reviews, and maintain ongoing client relationships through Everyday Banking channels.

Qualifications

• FAIS licensed adviser.
• Ability to conduct Financial Needs Analysis.
• Maintain Fit and Proper status for FAIS roles.

Responsibilities

• Establish and maintain professional relationships with clients and stakeholders.
• Assess client needs using needs analysis tools and present recommendations.
• Prepare and quote suitable life and investment solutions and process applications.

Skills

Financial advisory

Client relationship

Sales & targets

Communication skills

Education

FAIS accreditation

Tools

Avalon

Job description

Absa Bank Limited is seeking a FAIS licensed financial adviser to execute the six steps of financial planning, perform Financial Needs Analysis, and recommend Absa-approved products. The adviser will review client needs regularly, ensure compliance, and drive sales within the bancassurance structure.

Role requires adherence to FAIS, FICA, and regulatory standards, plus the ability to generate leads, conduct reviews, and maintain ongoing client relationships through Everyday Banking channels.