Financial Advise AIFA: Everyday Banking (FAIS)

Pivot Services; Vredendal; Sur place; ZAR 420 000 - 640 000; Plein temps

Avantages offerts par ce poste

Apartment

Résumé du poste

Absa is hiring a FAIS- licensed Financial Adviser for Everyday Banking in Vredendal. The role involves providing financial planning advice within long-term insurance and investment products, building professional relationships with clients and bank staff, and generating formal recommendations with product quotes.

The position requires 2-3 years of relevant experience, FAIS credentials (NQF5 / 120 FAIS credits) and RE5 certification, with regular reviews to ensure ongoing fit and proper licensing.

Qualifications

• Minimum 2-3 years financial planning / advice experience in long-term insurance and investments.
• NQF 5 FAIS qualification (120 FAIS credits) and RE5 certification required.

Responsabilités

• Generate and discuss formal recommendations with product quotes for clients.
• Establish and maintain professional relationships with clients, bank personnel, product providers and advisers.
• Follow the six steps of financial planning to ensure ongoing fit and proper licensing.

Connaissances

Financial planning

Client relationship

Formation

FAIS qualification (NQF5 / 120 FAIS credits)

RE5 certification

Description du poste

Financial Advise AIFA: Everyday Banking (FAIS)

Absa

Verified listing Employer, application source and closing date checked before publication.

About the Role

Not listed by employer.

Key Responsibilities

• Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Sup... - Generate and discuss a formal recommendation including product quote(s) for the client.
• On acceptance of part or all the advice recommendations, compl...

Qualifications and Experience

• Minimum 2-3 years Financial Planning / Advice in Long-term Insurance and investment NQF 5 FSB approved qualification (120 FAIS Credits) RE 5 Certifica... - To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser.
• A professional introduction must be made to... - To address single or multiple needs identified on behalf of the client.
• Advice recommendations will must be presented under the license categories for... - The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions.
• In these reviews, new needs ma... - Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license.

work Employment type Full time

location_on Location Vredendal

apartment Employer Absa

event Closing date 30 November 2026