Financial Adviser AIFA: Everyday Banking (FAIS)

Pivot Services; Stellenbosch; On-site; ZAR 350,000 - 510,000; Full time

Job summary

Absa is seeking a Financial Adviser AIFA for Everyday Banking (FAIS) in Stellenbosch. You will provide financial planning and advice for long-term insurance and investments, generating formal recommendations and product quotes for clients in a FAIS-compliant framework.

Role involves maintaining relationships with clients, bank staff, and providers, with ongoing reviews to ensure suitability under the Absa license. Employment is full-time with a closing date of 30 November 2026.

Qualifications

• Minimum 2-3 years financial planning / advice in long-term insurance and investment.
• RE5 FAIS certification and 120 FAIS credits are required.

Responsibilities

• Establish and maintain professional relationships with clients, bank personnel, product providers and advisers.
• Generate and discuss formal recommendations including product quotes for the client.
• Review client needs to ensure continued suitability and ongoing fit and proper status under Absa license.

Education

RE5 Certification (FAIS)

NQF 5 FAIS Credits

Job description

Financial Adviser AIFA: Everyday Banking (FAIS)

Absa

Added: 28 October 2026 Listed: 28 October 2026

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

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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.

Employment type Full time

Location Stellenbosch

Employer Absa

Closing date 30 November 2026

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