Financial Adviser AIFA: Everyday Banking (FAIS)

Pivot Services; Worcester; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Absa Worcester is seeking a Financial Adviser (FAIS) to deliver compliant financial planning advice to clients. You will generate formal recommendations and product quotes, present solutions under the Absa license, and maintain ongoing client relationships.

The role requires FAIS compliance, RE5 certification, and a track record in long-term insurance and investments. This full-time position at Absa in Worcester offers growth within the licensed advisory team and regular client reviews.

Qualifications

• Must have FAIS qualifications and RE5 certification.
• Experience in long-term insurance and investments preferred.
• Ability to generate formal client recommendations and quotes.

Responsibilities

• Establish and maintain professional relationships with clients and stakeholders.
• Generate and discuss formal recommendations including product quotes for clients.
• Review client needs regularly to ensure ongoing fit and proper status within Absa licensing.

Skills

Financial planning

Client relations

Licensed adviser

Education

NQF 5 FAIS credits (120 FAIS)

RE 5 Certification

Job description

Financial Adviser AIFA: Everyday Banking (FAIS)

Absa

Worcester, South Africa

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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 Worcester

apartment Employer Absa

event Closing date 30 November 2026