Financial Adviser AIFA : Relationship Banking Private Bank (FAIS)

Absa Group LimitedCape Town, ZA

2 days ago

Job description

Job title : Financial Adviser AIFA : Relationship Banking Private Bank (FAIS)

Job Location : Western Cape, Cape Town

Deadline : December 31, 2025

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Job Summary

To Identify The Life (Long Term) Risk And Give Advice To Clients On Their Life Assurance Needs Using The Limited Architecture Framework. To Provide Solutions For The Client's Long Term Assurance And Financial Planning Needs By Regularly Reviewing The Client's Portfolio In Order To Build A Sustainable Adviser Practice.

Job Description

To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser : Support staff). Meet sales and / or growth targets.

Manage own commission earnings. Practice management. Personal development. 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

Education

Bachelor`s Degrees and Advanced Diplomas : Business, Commerce and Management Studies (Required)

End Date : November 30, 2025

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Financial Adviser • Cape Town, ZA

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