Financial Advisor — Growth & Client Impact

1075 Absa Ins & Fin Advise(Pty; Vredendal; On-site; ZAR 420,000 - 640,000; Full time

Job summary

Absa is seeking an experienced FAIS licensed financial adviser in the Western Cape to deliver financial planning and investment advice. You will conduct Financial Needs Analyses, recommend Absa-approved products, and build trusted client relationships while maintaining regulatory compliance and Fit and Proper status.

You will meet growth targets, manage client portfolios, process applications, and provide ongoing reviews.

Qualifications

• Minimum 2-3 years financial planning/advice in long-term insurance and investments.
• RE 5 certification and FAIS qualifications.
• Fit and proper for FAIS licensed adviser.
• Ability to perform Financial Needs Analysis (FNA).
• Provide professional introduction describing adviser services.
• Regular client reviews and ongoing suitability checks.
• Adhere to FAIS and FICA regulatory requirements.

Responsibilities

• Establish and maintain professional relationships with clients and stakeholders.
• Meet sales and growth targets and manage pipeline.
• Conduct Financial Needs Analysis using Avalon/FNAS tools.
• Prepare and present recommendations with product quotes.
• Process application forms and obtain client consent.
• Maintain client portfolios and conduct annual reviews.

Skills

Financial planning

Relationship building

Sales skills

Compliance awareness

Education

NQF 5 FAIS Credits (FSB approved)

RE 5 Certification

FETC: Business/Commerce/Management

Tools

Avalon FAIS tool

Job description

Absa is seeking an experienced FAIS licensed financial adviser in the Western Cape to deliver financial planning and investment advice. You will conduct Financial Needs Analyses, recommend Absa-approved products, and build trusted client relationships while maintaining regulatory compliance and Fit and Proper status.

You will meet growth targets, manage client portfolios, process applications, and provide ongoing reviews.