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Financial Adviser AIFA (FAIS)

Absa Group LimitedZA

30+ days ago

Job description

Job title : Financial Adviser AIFA (FAIS)

Job Location : Western Cape,

Deadline : September 30, 2025

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Job Summary

To identify the long term (life) 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 insurance and financial planning needs by regularly reviewing the client's portfolio in order to build a sustainable broker practice

Job Description

Source Utilisation : Obtain walk in client or data leads from the Bank staff in the branches.

Customer Experience : To provide service excellence and achieve customer satisfaction.

Risk and Control : Ensure that processes, control requirements and risk management frameworks that impact the area are documented and understood.

Manage Sales and Growth Targets : Capture the correct Policy Relevant Information (PRI) number on the EBankpac system on a monthly basis and check the accuracy of the commission statements received from the AIFA Commissions department. Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements.

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 : Accounting, National Senior Certificate / Matric (Grade 12)

End Date : August 31, 2025

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Financial Adviser • ZA

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