Licensed FAIS Financial Advisor | Client Growth

Pivot Services; Vredendal; On-site; ZAR 420,000 - 640,000; Full time

Benefits offered by this job

Apartment

Job summary

Absa is hiring a FAIS- licensed Financial Adviser for Everyday Banking in Vredendal. The role involves providing financial planning advice within long-term insurance and investment products, building professional relationships with clients and bank staff, and generating formal recommendations with product quotes.

The position requires 2-3 years of relevant experience, FAIS credentials (NQF5 / 120 FAIS credits) and RE5 certification, with regular reviews to ensure ongoing fit and proper licensing.

Qualifications

• Minimum 2-3 years financial planning / advice experience in long-term insurance and investments.
• NQF 5 FAIS qualification (120 FAIS credits) and RE5 certification required.

Responsibilities

• Generate and discuss formal recommendations with product quotes for clients.
• Establish and maintain professional relationships with clients, bank personnel, product providers and advisers.
• Follow the six steps of financial planning to ensure ongoing fit and proper licensing.

Skills

Financial planning

Client relationship

Education

FAIS qualification (NQF5 / 120 FAIS credits)

RE5 certification

Job description

Absa is hiring a FAIS- licensed Financial Adviser for Everyday Banking in Vredendal. The role involves providing financial planning advice within long-term insurance and investment products, building professional relationships with clients and bank staff, and generating formal recommendations with product quotes.

The position requires 2-3 years of relevant experience, FAIS credentials (NQF5 / 120 FAIS credits) and RE5 certification, with regular reviews to ensure ongoing fit and proper licensing.