Financial Adviser AIFA: Everyday Banking (FAIS)

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

Financial Adviser AIFA: Everyday Banking (FAIS)

Absa

Hermanus, South Africa

Work Employment type Full time

Location_on Location Hermanus

Event Closing date 30 November 2026

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.