FAIS-Certified Financial Adviser - Everyday Banking

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

Job summary

Absa Group in South Africa seeks a FAIS-licensed financial adviser to join our Everyday Banking advisory team. You will follow the six steps of financial planning, perform Financial Needs Analysis, and present compliant recommendations to clients.

The role emphasizes building trusted client relationships, meeting regulatory requirements, and maintaining Fit and Proper status. You will work with regional managers and advisers to grow our advisory book and support clients’ financial goals.

Qualifications

• Minimum 2-3 years Financial Planning / Advice in Long-term Insurance and investment.
• NQF 5 FAIS approved qualification (120 FAIS Credits).
• RE 5 Certification.
• Fit and proper for typical license categories.
• Follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser.

Responsibilities

• Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff).
• Participate in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new or repeat business.
• Assess client’s needs through use of recommended needs analysis tools, ensuring client is aware of full value proposition.
• Prepare recommendation and quote for appropriate risk and investment solutions based on client’s needs.
• Present recommendations to clients ensuring FAIS regulations are followed.
• Follow client engagement process as specified by Absa Advisers.
• Provide monthly feedback to Regional Manager on actions taken to progress leads to business.

Education

NQF 5 FAIS approved qualification (120 FAIS Credits)

RE 5 Certification

Job description

Absa Group in South Africa seeks a FAIS-licensed financial adviser to join our Everyday Banking advisory team. You will follow the six steps of financial planning, perform Financial Needs Analysis, and present compliant recommendations to clients.

The role emphasizes building trusted client relationships, meeting regulatory requirements, and maintaining Fit and Proper status. You will work with regional managers and advisers to grow our advisory book and support clients’ financial goals.