AIFA Financial Adviser for Everyday Banking Growth

Absa Group; Worcester; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Absa Group in South Africa seeks a FAIS licensed financial adviser to execute the financial planning process, conduct a Financial Needs Analysis, and present risk and investment solutions to clients. You’ll build relationships, manage leads, and ensure compliance across FAIS and FICA.

The role requires RE 5, NQF5 FAIS credits, and 2–3 years in long-term insurance and investments, with emphasis on client service and sales within Everyday Banking.

Qualifications

• Follow the six steps of financial planning as a FAIS licensed adviser.
• Provide needs analysis and present investment and insurance recommendations.
• Regularly review client needs to ensure continued suitability and compliance.

Responsibilities

• Establish professional client relationships with stakeholders.
• Assess client needs and present suitable recommendations with quotes.
• Prepare and submit compliant recommendation packages and applications.
• Maintain Fit and Proper status and ensure regulatory compliance.

Skills

Financial planning

Sales

Client engagement

Education

NQF 5 FSB approved qualification (120 FAIS Credits)

RE 5 Certification

Tools

Avalon Financial Needs Analysis

Job description

Absa Group in South Africa seeks a FAIS licensed financial adviser to execute the financial planning process, conduct a Financial Needs Analysis, and present risk and investment solutions to clients. You’ll build relationships, manage leads, and ensure compliance across FAIS and FICA.

The role requires RE 5, NQF5 FAIS credits, and 2–3 years in long-term insurance and investments, with emphasis on client service and sales within Everyday Banking.