Financial Adviser AIFA: Everyday Banking (FAIS)

Pivot Services; Somerset West; On-site; ZAR 360,000 - 540,000; Full time

Job summary

Absa in Somerset West is seeking a Financial Adviser AIFA for Everyday Banking (FAIS). You will establish and maintain professional relationships with clients, bank personnel and product providers while delivering compliant advice across long-term insurance and investments.

Responsibilities include generating formal recommendations with product quotes, following the six steps of financial planning, and conducting regular reviews to ensure ongoing fit and proper status under the Absa license.

Qualifications

• Minimum 2–3 years financial planning/advice experience under FAIS.
• NQF 5 FAIS accredited qualification (120 FAIS credits) and RE5 certification required.

Responsibilities

• Generate formal recommendations with product quotes for clients.
• Follow the six steps of financial planning in client engagements.
• Regular reviews to ensure ongoing fit and proper status under Absa license.

Skills

Financial planning

Relationship management

Client needs analysis

Education

NQF 5 FAIS Accredited qualification (120 FAIS Credits)

RE5 Certification

Job description

Financial Adviser AIFA: Everyday Banking (FAIS)

Absa

Somerset West, Western Cape, South Africa

Added: 28 October 2026 Listed: 28 October 2026

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.

Employment type: Full time

Location: Somerset West

Employer: Absa

Closing date: 30 November 2026