Financial Adviser: Grow Wealth, Empower Clients

1075 Absa Ins & Fin Advise(Pty; Vredenburg; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Absa Group is seeking a FAIS licensed financial adviser with 2-3 years of experience in long-term insurance and investments to join our team in the Western Cape. You will follow the six steps of financial planning, conduct Financial Needs Analyses, and present tailored recommendations under Absa's license framework.

You will work with clients to identify needs, prepare quotes, and implement approved solutions, while maintaining ongoing reviews and Fit and Proper status to ensure compliant

Qualifications

• Minimum 2–3 years Financial Planning/Advice in Long-term Insurance and investments.
• NQF 5 FAIS Credits and RE 5 Certification required.
• Adherence to FAIS regulations and proper licensing is essential.

Responsibilities

• Conduct Financial Needs Analysis (FNA) for clients and present tailored recommendations.
• Prepare product quotes and facilitate application/documentation with client consent.
• Meet sales/growth targets and maintain ongoing client relationships with regular reviews.

Skills

Financial planning

Client engagement

FAIS compliance

Education

NQF 5 FAIS Credits

RE 5 Certification

Tools

Avalon FAIS tool

Job description

Absa Group is seeking a FAIS licensed financial adviser with 2-3 years of experience in long-term insurance and investments to join our team in the Western Cape. You will follow the six steps of financial planning, conduct Financial Needs Analyses, and present tailored recommendations under Absa's license framework.

You will work with clients to identify needs, prepare quotes, and implement approved solutions, while maintaining ongoing reviews and Fit and Proper status to ensure compliant