FAIS Licensed Financial Adviser – Everyday Banking

Pivot Services; Hermanus; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Absa in Hermanus, South Africa, is seeking a Financial Adviser AIFA for Everyday Banking (FAIS). This full-time role requires FAIS-compliant qualifications and RE 5 certification, with a focus on long-term insurance and investments.

You will build and maintain client relationships and provide formal recommendations with product quotes. Responsibilities include implementing approved advice and regular reviews to ensure ongoing client fit and compliance.

Qualifications

• Minimum 2-3 years Financial Planning/Advice in Long-term Insurance and investments.
• FAIS-related qualifications must be current and compliant.
• RE 5 Certification required for license to advise.

Responsibilities

• Establish and maintain a professional relationship with all stakeholders (client, bank personnel, product providers and adviser support).
• Generate and discuss a formal recommendation including product quotes for the client.
• Upon acceptance of advice, implement recommendations and conduct regular reviews to ensure ongoing fit and proper status.

Skills

Financial planning

Education

NQF 5 FAIS credits

RE 5 Certification

Job description

Absa in Hermanus, South Africa, is seeking a Financial Adviser AIFA for Everyday Banking (FAIS). This full-time role requires FAIS-compliant qualifications and RE 5 certification, with a focus on long-term insurance and investments.

You will build and maintain client relationships and provide formal recommendations with product quotes. Responsibilities include implementing approved advice and regular reviews to ensure ongoing client fit and compliance.