FAIS Licensed Financial Adviser: Everyday Banking

Pivot Services; Malmesbury; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Absa in Malmesbury is seeking a Financial Adviser AIFA for Everyday Banking (FAIS) responsibilities. The role involves building professional relationships with clients, bank personnel, product providers and adviser support staff while delivering compliant recommendations.

You will generate formal recommendations with product quotes and guide clients through the implementation process, maintaining ongoing fit with licensed advisory standards (RE5 FAIS).

Qualifications

• Minimum 2-3 years Financial Planning / Advice experience.

Responsibilities

• Generate and discuss a formal recommendation including product quote(s) for the client.
• On acceptance of part or all the advice recommendations, complete the implementation steps as required by FAIS licensing.

Education

FAIS qualifications (RE5)

Job description

Absa in Malmesbury is seeking a Financial Adviser AIFA for Everyday Banking (FAIS) responsibilities. The role involves building professional relationships with clients, bank personnel, product providers and adviser support staff while delivering compliant recommendations.

You will generate formal recommendations with product quotes and guide clients through the implementation process, maintaining ongoing fit with licensed advisory standards (RE5 FAIS).