Experienced Financial Adviser (Commission-Based)

About this role

Absa, one of South Africa’s long-standing banks, is recruiting a Financial Adviser for its Western Cape CBD team, based at Bridge Park Bridgeway in Century City. The role is for an experienced adviser who wants to build income through commission and grow a client base in financial planning.

What you’ll do

• Give clients full financial planning and advice, looking at their whole financial picture.
• Look after an existing client book, where one is in place.
• Find and win new business through your own prospecting.
• Recommend investment, risk and insurance solutions that suit each client.
• Keep clients happy over the long term with a high standard of service.
• Follow FAIS and all other regulatory rules at every step.
• Keep up with market trends and changes to products.

What you need

• Essential: Full FAIS Fit & Proper compliance. This is a must.
• Essential: RE5 certification.
• Essential: At least 3 to 5 years of experience as a financial adviser or in a similar advisory role.
• Essential: A proven record of meeting or beating sales targets.
• Essential: Strong skills in building business and networking.
• Essential: Good communication, negotiation and closing skills.
• Essential: Your own reliable transport.
• Education: FETC in Business, Commerce and Management Studies (required).
• Advantageous: An established client base.

Is this job for you?

This role suits a self-driven adviser with a strong sales focus and a solid track record in financial services. You should enjoy working in a results-based environment and be happy to manage your own practice.

Tips before you apply

• Have your FAIS Fit & Proper and RE5 proof ready to upload, with certificate numbers and expiry dates.
• Put your sales results on your CV, such as targets met, production figures and the size of your client book.
• Show your 3 to 5 years of advisory experience clearly, with employers, dates and the type of products you advised on.

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