Impactful FAIS Financial Adviser

absa; Port Shepstone; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Absa Bank Limited invites applications for a FAIS licensed financial adviser in Port Shepstone. The role involves following six steps of financial planning, conducting Financial Needs Analyses, and delivering compliant advisory services across Investment, Life Insurance and Estate planning.

You will address client needs, present solutions under Absa-approved products, and implement agreed actions through Absa’s processes. Regular reviews and ongoing Fit and Proper status are required.

Qualifications

• FAIS licensed adviser with ability to perform Financial Needs Analyses (FNA) across Investment, Life Insurance and Estate planning.
• Ability to present compliant recommendations under Absa-approved products.
• Regular client reviews to assess ongoing suitability and needs.

Responsibilities

• Establish and maintain professional relationships with clients and stakeholders.
• Assess client needs using FNA tools and present suitable recommendations.
• Prepare quotes and complete product applications upon acceptance.
• Ensure all FAIS regulations are followed in advisory activities.
• Maintain compliance documentation (FICA, Client Advice Records) and progress leads to business.
• Provide monthly feedback on sales activity and share insights with management.

Skills

FAIS licence

Financial planning

Client relationship

Tools

Avalon

Job description

Absa Bank Limited invites applications for a FAIS licensed financial adviser in Port Shepstone. The role involves following six steps of financial planning, conducting Financial Needs Analyses, and delivering compliant advisory services across Investment, Life Insurance and Estate planning.

You will address client needs, present solutions under Absa-approved products, and implement agreed actions through Absa’s processes. Regular reviews and ongoing Fit and Proper status are required.