Financial Adviser AIFA | Everyday Banking, Stellenbosch

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

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.