Western Cape Unemployed Learnership Face to Face Financial Adviser (FAIS)

Absa Group; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution in Cape Town is offering a 12-month Unemployed Learnership for Trainee Financial Advisers. This role is perfect for those passionate about helping clients achieve their financial goals. Successful candidates will gain practical workplace experience, structured training, and support for personal and professional growth. Qualifications required include a Bachelor's Degree in Accounting and a National Senior Certificate. Candidates with an FSCA-approved qualification and Regulatory Exam (RE5) will be preferred.

Qualifications

• Completed Degree in Finance/Accounting/Law required.
• FSCA-approved qualification is preferred.
• Regulatory Exam for Representatives (RE5) is an advantage.

Responsibilities

• Grow skills through structured training and development.
• Support customer needs and administrative tasks.
• Achieve targets for leads and productivity.

Skills

Customer support

Sales skills

Administrative skills

Analytical skills

Team collaboration

Education

Bachelor's Degree in Accounting

National Senior Certificate/Matric

Job description

Empowering Africa’s tomorrow, together…one story at a time.

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

Untilize your completed Degree in Finance/Accounting/Law. A opportunity exists for a 12-Month Unemployed Learnership – Trainee Financial Advisers. Launch Your Career in Financial Services with Absa! Are you passionate about helping people achieve their financial goals and aspirations.

Job Description

This opportunity is ideal for individuals who are eager to learn, committed to personal and professional growth, and ready to make a positive impact through practical, on-the-job experience.

As a participant in our Learnership Programme, you will:

• Grow Your Skills: Take part in structured training and development activities designed to build your knowledge and expertise.
• Apply Your Learning: Perform day-to-day tasks and contribute to your team’s objectives.
• Work to Standards: Follow agreed Standard Operating Procedures (SOPs) to ensure compliance and quality.
• Achieve Your Goals: Support your own development and the organisation’s objectives by meeting set training and performance targets.

Key Accountabilities

• Workplace Experience: Participate fully in all workplace activities aligned to your development objectives.
• Learning & Development: Attend and engage in all training interventions as agreed.
• Customer Support: Provide assistance to customers and your team to ensure ongoing performance.
• Administration: Complete all required administrative tasks, including tracking and reporting.
• Sales to Target: Actively work leads efficiently to achieve agreed strike rates and productivity measures.
• Customer Experience: Deliver service excellence and ensure customer satisfaction.
• Quality Assurance: Maintain confidentiality of client information and follow prescribed scripts to ensure compliance.

FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service): FSCA-Approved Qualification, Regulatory Exam for Representatives (RE5) Experience As Per the FAIS Act Product Specific Training once Onboarded, Class Of Business Training, Continuous Professional Development Attest To Honesty, Integrity, and Good Standing

Preference will be given to Candidates holding an FSCA-approved qualification, Regulatory Exam for Representatives (RE5) an added advantage.

Education

Bachelor`s Degrees and Advanced Diplomas: Accounting (Required), National Senior Certificate/ Matric (Grade 12) (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised.