Financial Adviser AIFA (FAIS) at Absa Bank Limited Johannesburg

Financial Adviser AIFA (FAIS)

Location: Absa Vredendal
Work Type: Full Time
Closing Date: October 31, 2025
Job ID: R-15967931

Empowering Africa’s tomorrow, together…one story at a time.

With over 100 years of rich history and a strong position as a leading African bank with regional and international expertise, Absa Bank offers an exciting opportunity to join a team dedicated to shaping Africa’s financial future.

Job Summary

Absa is seeking a Financial Adviser (AIFA – FAIS) to provide expert advice on clients’ long-term insurance and financial planning needs. The successful candidate will help clients manage risk, plan for the future, and build lasting financial security while developing a sustainable broker practice through continuous client engagement and portfolio review.

Key Responsibilities

• Client Sourcing: Obtain walk-in clients and data leads from bank staff within branches.
• Customer Experience: Deliver exceptional service and ensure high levels of customer satisfaction.
• Risk & Compliance: Adhere to all risk management, control, and regulatory frameworks affecting the business area.
• Sales & Growth Management:
  • Capture accurate Policy Relevant Information (PRI) numbers in the EBankpac system monthly.
  • Verify commission statements from the AIFA Commissions department to ensure all PRI numbers reconcile with payments.
• Financial Planning: Provide tailored long-term insurance solutions aligned with client needs and goals.
• Portfolio Review: Regularly review client portfolios to ensure relevance and compliance with evolving financial objectives.

FAIS Fit and Proper Requirements

Applicants must meet the FAIS regulatory requirements for Advice and Intermediary Services:

• FSCA-Approved Qualification
• Regulatory Exam for Representatives (RE5)
• Relevant FAIS Experience
• Product-Specific Training (post-onboarding)
• Class of Business Training
• Continuous Professional Development (CPD)
• High standards of honesty, integrity, and good standing

Minimum Education

• Bachelor’s Degree or Advanced Diploma in Accounting (preferred)
• National Senior Certificate / Matric (Grade 12)

About Absa Group

Absa Group Limited is one of Africa’s largest diversified financial services organizations, listed on the Johannesburg Stock Exchange (JSE). The Group offers a wide range of products and services, including:

• Personal and Business Banking
• Corporate and Investment Banking
• Wealth and Investment Management
• Insurance

Absa has a presence in over 10 African countries including Botswana, Ghana, Kenya, Mauritius, Mozambique, Seychelles, South Africa, Tanzania, Uganda, and Zambia, along with offices in China, Namibia, Nigeria, the United States, and the United Kingdom.

Absa Bank Limited is an equal opportunity and affirmative action employer. In line with the Employment Equity Act (55 of 1998), preference will be given to suitable candidates from designated groups to promote equitable workforce representation.

Absa Bank Limited reserves the right not to make an appointment to this position.