Job Summary

Financial Advisor position to provide financial planning and advice in long‑term insurance and investment solutions. Responsible for following the six steps of financial planning, conducting Financial Needs Analysis, making recommendations, and ensuring compliance with FAIS regulations. Maintains client relationships, manages commission earnings, and participates in business development and practice management activities.

Key Requirements

• Minimum 2‑3 years of experience in Financial Planning/Advice in Long‑term Insurance and Investment.
• Minimum NQF 5 qualification and 120 FAIS credits (FSB approved).
• RE 5 certification.
• Fit and Proper status for FAIS licensed financial adviser.
• Proficiency in using Absa’s new business processes and Financial Needs Analysis tools.
• Ability to maintain compliance with FAIS, FICA, FSB, and related regulations.
• Strong client relationship ...