FAIS-Licensed Financial Adviser, Everyday Banking

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

Job summary

Absa Group in Stellenbosch is seeking a FAIS-licensed Financial Adviser to deliver holistic financial planning, investment and insurance advice to clients. You will conduct needs analyses, prepare tailored recommendations and manage client portfolios within Absa’s advisory framework.

The role requires RE5 certification, NQF 5 FAIS credits and ongoing compliance to maintain Fit and Proper status. Join a team dedicated to responsible financial guidance and client service excellence.

Qualifications

• Minimum 2–3 years in Financial Planning / Advice in long-term insurance and investments.
• FAIS licensed adviser with valid RE 5 and fit & proper status.
• Must meet regulatory requirements for the FAIS license.

Responsibilities

• Build and manage client relationships with stakeholders (clients, banks, product providers).
• Prepare recommendations and quotes for risk and investment solutions based on client needs.
• Conduct Financial Needs Analyses and present compliant advice as per FAIS rules.
• Review client portfolios regularly and maintain ongoing fit and proper status.

Skills

Financial planning

FAIS knowledge

Relationship building

Education

NQF 5 FAIS Credits

RE 5 Certification

Tools

Avalon CRM

Job description

Absa Group in Stellenbosch is seeking a FAIS-licensed Financial Adviser to deliver holistic financial planning, investment and insurance advice to clients. You will conduct needs analyses, prepare tailored recommendations and manage client portfolios within Absa’s advisory framework.

The role requires RE5 certification, NQF 5 FAIS credits and ongoing compliance to maintain Fit and Proper status. Join a team dedicated to responsible financial guidance and client service excellence.