Financial Adviser AIFA: Everyday Banking (FAIS)

About this role

Absa is hiring a full-time Financial Adviser (AIFA) for its Everyday Banking team in Vredenburg. The adviser helps everyday banking clients plan their finances, from life cover and investments to estate planning, and recommends suitable Absa products.

What you’ll do

• Build professional relationships with clients, bank staff, product providers and adviser support staff.
• Follow Absa’s six-step financial planning process, from the first introduction to the final review.
• Run a Financial Needs Analysis using Absa’s approved tool, covering investments, life insurance and estate planning.
• Prepare and present written recommendations and quotes, making sure every FAIS rule is followed.
• Complete product applications and compliance paperwork, including FICA documents and client advice records.
• Review each client’s portfolio at least once a year and keep your client database up to date.
• Help meet sales and growth targets by following up leads and reporting back to your Regional Manager.

What you need

• NQF 5 FSB-approved qualification with 120 FAIS credits.
• RE5 certification.
• At least 2-3 years of financial planning or advice experience in long-term insurance and investments.
• Fit and proper status for your licence categories, and the ability to keep it.
• Willingness to complete all required compliance exams on time, including anti-money laundering and sanctions.
• Experience supervising or mentoring support staff is advantageous.

Is this job for you?

This role suits an experienced financial adviser who enjoys building client relationships and explaining products in plain terms. You should be comfortable working to targets and following strict compliance rules. You also need to be willing to keep learning and attend training to stay accredited.

Tips before you apply

• Have your RE5 certificate, FAIS credit statement and FSB registration details ready to upload.
• Show your years of financial planning experience clearly, with the types of products you have advised on.
• Highlight any results you have achieved against sales targets, and any mentoring or team support you have given.

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