Financial Adviser – Everyday Banking Specialist

Pivot Services; Swellendam; In loco; ZAR 240.000 - 360.000; Tempo pieno

Descrizione del lavoro

Absa Swellendam is seeking a Financial Adviser specializing in Everyday Banking (FAIS) to build trusted client relationships and deliver compliant, client-centric financial solutions.

You will follow FAIS-regulated processes, prepare formal recommendations with quotes, and support ongoing reviews to ensure suitability of investments and insurance products for local clients. This is a full-time role based in Swellendam, Western Cape, SA.

Competenze

• Minimum 2-3 years in financial planning/advice in long-term insurance and investments with FAIS credits and RE5 certification.
• Follow the six steps of financial planning to execute the role as a FAIS licensed adviser.
• Must be introduced professionally to clients and address identified needs.
• Regular reviews to ensure ongoing fit and proper status for Absa advisory services.

Mansioni

• Generate and discuss formal recommendations with product quotes for clients.
• On acceptance of advice, complete documentation and implement parts of the recommendations.

Conoscenze

FAIS knowledge

Client relationship

Financial planning steps

Long-term insurance

Formazione

FAIS (NQF 5)

RE5 Certification

Descrizione del lavoro

Absa Swellendam is seeking a Financial Adviser specializing in Everyday Banking (FAIS) to build trusted client relationships and deliver compliant, client-centric financial solutions.

You will follow FAIS-regulated processes, prepare formal recommendations with quotes, and support ongoing reviews to ensure suitability of investments and insurance products for local clients. This is a full-time role based in Swellendam, Western Cape, SA.