Trusted Financial Planner & Investment Advisor

Pivot Services; Vredenburg; On-site; ZAR 420,000 - 660,000; Full time

Job summary

Absa is seeking a Financial Adviser AIFA for Everyday Banking (FAIS) in Vredenburg, Western Cape. You will build professional relationships with clients, bank personnel and product providers, and prepare formal recommendations with quotes.

Candidates should have 2–3 years of financial planning/advice experience in long-term insurance and investments, RE5/FSB approved qualification, and FAIS compliance. The role is full-time with a closing date 30 November 2026.

Qualifications

• Minimum 2–3 years Financial Planning/Advice in Long-term Insurance and investment
• RE 5 Certification with FAIS Credits and FSB approval required
• Maintains ongoing Fit and Proper status to offer Absa advisory services

Responsibilities

• Generate and discuss a formal recommendation including product quote(s) for the client.
• On acceptance of part or all the advice recommendations, implement and monitor the approved solutions.

Education

NQF 5 FSB approved qualification (120 FAIS Credits) RE 5

Job description

Absa is seeking a Financial Adviser AIFA for Everyday Banking (FAIS) in Vredenburg, Western Cape. You will build professional relationships with clients, bank personnel and product providers, and prepare formal recommendations with quotes.

Candidates should have 2–3 years of financial planning/advice experience in long-term insurance and investments, RE5/FSB approved qualification, and FAIS compliance. The role is full-time with a closing date 30 November 2026.