Financial Adviser AIFA: Everyday Banking (FAIS)

Pivot Services; Vredenburg; On-site; ZAR 420,000 - 660,000; Full time

Job summary

Absa is seeking a Financial Adviser AIFA for Everyday Banking (FAIS) in Vredenburg, Western Cape. You will build professional relationships with clients, bank personnel and product providers, and prepare formal recommendations with quotes.

Candidates should have 2–3 years of financial planning/advice experience in long-term insurance and investments, RE5/FSB approved qualification, and FAIS compliance. The role is full-time with a closing date 30 November 2026.

Qualifications

• Minimum 2–3 years Financial Planning/Advice in Long-term Insurance and investment
• RE 5 Certification with FAIS Credits and FSB approval required
• Maintains ongoing Fit and Proper status to offer Absa advisory services

Responsibilities

• Generate and discuss a formal recommendation including product quote(s) for the client.
• On acceptance of part or all the advice recommendations, implement and monitor the approved solutions.

Education

NQF 5 FSB approved qualification (120 FAIS Credits) RE 5

Job description

Financial Adviser AIFA: Everyday Banking (FAIS)

Absa

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.

Full time

Location Vredenburg

Closing date 30 November 2026