AIFA Financial Advisor: Everyday Banking Growth

1075 Absa Ins & Fin Advise(Pty; Hermanus; On-site; ZAR 420,000 - 660,000; Full time

Job summary

Absa Ins & Fin Advise (Pty) Ltd in Hermanus seeks a FAIS-licensed financial adviser to deliver compliant financial planning and advisory services. You will conduct Financial Needs Analyses, present investment and insurance recommendations, and guide clients through Absa’s processes from proposal to policy issuance.

The role emphasizes ongoing client reviews, regulatory compliance, and proactive relationship management to grow the advisory book while maintaining high standards of integrity.

Qualifications

• Must have FAIS compliance and RE5 readiness.
• Proven ability to conduct Financial Needs Analysis (FNA).
• Strong client service mindset and ethical standards.

Responsibilities

• Establish and maintain professional relationships with clients and stakeholders.
• Perform Financial Needs Analyses and present suitable recommendations.
• Prepare and process applications in line with Absa policies and FAIS requirements.
• Review client portfolios annually and adjust strategies as needed.
• Meet or exceed sales and growth targets through compliant advisory activity.

Skills

Financial planning

FAIS licensing

RE 5

NQF 5 credits

Needs analysis

Education

NQF 5 FAIS Credits

RE 5 Certification

Job description

Absa Ins & Fin Advise (Pty) Ltd in Hermanus seeks a FAIS-licensed financial adviser to deliver compliant financial planning and advisory services. You will conduct Financial Needs Analyses, present investment and insurance recommendations, and guide clients through Absa’s processes from proposal to policy issuance.

The role emphasizes ongoing client reviews, regulatory compliance, and proactive relationship management to grow the advisory book while maintaining high standards of integrity.