Adviser AIFA: Everyday Banking (FAIS) R-15977491
Absa Bank Limited is looking for a FAIS-accredited Adviser to join its AIFA (Absa Insurance and Financial Advisers) team in Bethlehem. This role is ideal for a driven and professional financial adviser with a passion for helping clients meet their investment, insurance, and estate planning needs. You’ll work within Absa’s hybrid model, combining remote flexibility with in-person engagement to deliver tailored financial solutions and maintain lasting relationships with clients.
Job Overview:
Job Title: Adviser AIFA: Everyday Banking (FAIS)
Company: Absa Bank Limited
Location: Bethlehem, South Africa (Hybrid)
Employment Type: Full-time
Company Overview:
Absa Bank Limited is a proud African financial services group with more than 100 years of history. Committed to diversity, growth, and innovation, Absa offers a dynamic environment for professionals to make a real impact. The bank supports its employees with tools, training, and opportunities to succeed and contribute meaningfully to Africa’s financial future.
Responsibilities:
Client Relationship & Financial Advice:
Conduct comprehensive financial needs analyses (FNA) using approved Absa tools
Present tailored investment, risk, and estate planning solutions aligned to the client’s goals
Follow FAIS regulations and Absa’s client engagement process
Build professional relationships with stakeholders, including clients, product providers, and Absa banking staff
Sales & Business Development:
Meet growth and sales targets through lead generation and relationship management
Use client insights and prospecting to recommend appropriate Absa-approved financial products
Maintain and update client databases and records
Compliance & Practice Management:
Ensure full compliance with FAIS, FICA, and Absa business standards
Train, mentor, and manage support staff (adviser assistants) within the adviser practice
Complete all mandatory Absa compliance training and maintain FAIS Fit and Proper status
Operational Excellence:
Track commission earnings, ensure policy accuracy, and maintain financial documentation
Provide monthly performance feedback to managers and business partners
Manage and review client portfolios at least annually to ensure continued suitability
Professional Development:
Attend internal Absa and FAIS training programs
Stay up to date with the latest financial products, regulatory updates, and sales techniques
Qualifications:
A minimum of a FAIS-recognised qualification in financial planning or a related field
Compliance with Fit and Proper requirements (honesty, integrity, solvency)
Previous experience in financial services or sales (preferred)
Benefits:
Hybrid work model for flexibility and balance
Opportunity to grow your financial advisory practice within a leading bank
Access to a wide client base, internal support, and accredited Absa product offerings
Strong career growth and professional development pathways
Application Process:
Apply by 31 July 2025 via the Absa Careers Portal.
Job Requisition ID: R-15977491
Posting Date: 17 July 2025