Experienced Financial Adviser (Absa Bank Limited) x1
Job Details
- Position: Experienced Financial Adviser (Commission-Based)
- Company: Absa Bank Limited
- Location: Bloemfontein
- Work Arrangement: Hybrid
- Employment Type: Full-Time
- Job Reference: R-15986783
- Closing Date: 30 June 2026
Job Description
The Financial Adviser will be responsible for helping clients achieve their financial goals through professional financial planning and advisory services. The role requires strong sales capability, relationship-building skills, and the ability to identify opportunities for business growth.
This is a commission-based role with uncapped earning potential, making it particularly suitable for entrepreneurial financial professionals who are confident in their ability to generate and maintain a client portfolio.
Key Responsibilities
Financial Planning and Advisory Services
- Provide professional and holistic financial planning advice.
- Assess clients’ financial needs and objectives.
- Develop tailored financial solutions and recommendations.
- Assist clients with wealth creation and financial protection strategies.
Client Portfolio Management
- Manage and maintain existing client relationships.
- Grow and expand client portfolios.
- Deliver ongoing support and review financial plans regularly.
- Ensure high levels of client satisfaction and retention.
Business Development
- Identify and pursue new business opportunities.
- Generate leads through networking and referrals.
- Convert prospects into long-term clients.
- Achieve and exceed sales targets.
Financial Solutions
Provide advice and solutions relating to:
Investments
- Investment planning
- Wealth management solutions
- Long-term savings strategies
Risk Planning
- Life insurance
- Disability cover
- Income protection
- Business assurance solutions
Insurance Solutions
- Personal insurance products
- Financial protection solutions
- Retirement planning products
Compliance and Governance
- Maintain full compliance with FAIS regulations.
- Adhere to all internal and external regulatory requirements.
- Ensure accurate client documentation and record keeping.
- Apply ethical and professional financial advisory practices.
Market and Product Knowledge
- Stay informed on industry developments and market trends.
- Maintain up-to-date product knowledge.
- Attend professional development and training programmes.
Minimum Requirements
Qualifications
Essential
- Further Education and Training Certificate (FETC) in Business, Commerce, Management Studies, or a related field.
Professional Requirements
Mandatory
- Fully FAIS Fit & Proper compliant.
- RE5 certification.
Experience
Essential
- Minimum of 3–5 years’ experience as:
- Financial Adviser
- Financial Planner
- Wealth Adviser
- Investment Consultant
- Similar advisory role
Additional Requirements
- Proven history of achieving or exceeding sales targets.
- Strong client acquisition and business development experience.
Advantageous
- Existing client base.
- Established referral networks.
- Strong industry relationships.
Required Skills and Competencies
Sales and Business Development
- Prospecting and lead generation.
- Consultative selling.
- Negotiation and closing skills.
- Revenue generation.
Relationship Management
- Building long-term client relationships.
- Client retention and portfolio growth.
- Excellent customer service skills.
Financial Advisory Expertise
- Financial planning.
- Investment advice.
- Risk and insurance solutions.
- Wealth management.
Communication Skills
- Strong verbal and written communication.
- Professional presentation skills.
- Ability to explain complex financial concepts clearly.
Entrepreneurial Capability
- Self-motivated and results-driven.
- Ability to work independently.
- Strong commercial mindset.
What Absa Offers
Financial Benefits
- Uncapped commission structure.
- High earning potential linked to performance.
Professional Support
- Administrative support.
- Advisory support.
- Access to leading financial products and solutions.
Career Development
- Ongoing professional development.
- Technical and product training.
- Opportunity to build and scale an advisory practice.
Flexibility
- Hybrid work environment.
- Greater autonomy in managing your client portfolio.