Financial Adviser – Everyday Banking Expert

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

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.