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:
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Conduct comprehensive financial needs analyses (FNA) using approved Absa tools
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Present tailored investment, risk, and estate planning solutions aligned to the client’s goals
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Follow FAIS regulations and Absa’s client engagement process
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Build professional relationships with stakeholders, including clients, product providers, and Absa banking staff
Sales & Business Development:
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Meet growth and sales targets through lead generation and relationship management
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Use client insights and prospecting to recommend appropriate Absa-approved financial products
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Maintain and update client databases and records
Compliance & Practice Management:
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Ensure full compliance with FAIS, FICA, and Absa business standards
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Train, mentor, and manage support staff (adviser assistants) within the adviser practice
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Complete all mandatory Absa compliance training and maintain FAIS Fit and Proper status
Operational Excellence:
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Track commission earnings, ensure policy accuracy, and maintain financial documentation
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Provide monthly performance feedback to managers and business partners
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Manage and review client portfolios at least annually to ensure continued suitability
Professional Development:
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Attend internal Absa and FAIS training programs
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Stay up to date with the latest financial products, regulatory updates, and sales techniques
Qualifications:
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A minimum of a FAIS-recognised qualification in financial planning or a related field
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Compliance with Fit and Proper requirements (honesty, integrity, solvency)
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Previous experience in financial services or sales (preferred)
Benefits:
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Hybrid work model for flexibility and balance
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Opportunity to grow your financial advisory practice within a leading bank
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Access to a wide client base, internal support, and accredited Absa product offerings
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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