Financial Adviser AIFA: Everyday Banking (FAIS)

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

Financial Adviser AIFA: Everyday Banking (FAIS)

Absa

Added: 28 October 2026 Listed: 28 October 2026

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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 Malmesbury

apartment Employer Absa

event Closing date 30 November 2026

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