Financial Adviser (AIFA Everyday Banking) at Absa in Nongoma
Absa · Nongoma, KwaZulu Natal
Overview
Absa is hiring a Financial Adviser for its Everyday Banking team in Nongoma, KwaZulu Natal. You will guide clients through financial needs analysis and recommend Absa approved products across investments, life insurance and estate planning. This full time role suits someone with FAIS knowledge who enjoys building client relationships and working towards sales targets. Join a bank with over 100 years of history and a strong commitment to inclusive workplace culture.
About the role
As a Financial Adviser in Absa's Everyday Banking team, you will follow the six steps of financial planning to help clients meet their financial goals. You will introduce clients to the advisory service, conduct Financial Needs Analysis using Absa's tools, and recommend suitable products within your license categories.
Your days will involve meeting clients, reviewing their needs, preparing quotes and recommendations, and implementing accepted advice through Absa's new business processes. You will also build relationships with bank staff and product providers to generate leads and grow your book of business.
You will manage your own commission earnings, keep client records compliant, and review client portfolios at least once a year to ensure ongoing suitability of solutions. Ongoing training and development will help you maintain your Fit and Proper status and product accreditation.
Application note: You will apply on Absa's official recruitment site. Make sure your CV and supporting documents are ready before you start your application.
Requirements
- Must meet FAIS Fit and Proper requirements, including honesty, integrity and financial solvency
- Must attain and maintain the required FAIS credits for the role
- Relevant qualification as required for FAIS flagged roles
- Knowledge of financial planning disciplines: investments, life insurance and estate planning
- Ability to conduct Financial Needs Analysis and present suitable recommendations
- Strong sales and client relationship building skills
- Ability to work towards sales and growth targets
- Willingness to complete compliance exams such as Anti Money Laundering and Sanctions training
- Excellent communication and presentation skills
- Must be able to work in Nongoma, KwaZulu Natal
Responsibilities
- Follow the six steps of financial planning as a FAIS licensed adviser
- Introduce clients to the advisory service and conduct Financial Needs Analysis using Absa's tools
- Prepare and present recommendations and quotes for risk and investment solutions
- Implement accepted advice through Absa's new business processes
- Review client portfolios at least annually to assess continued suitability
- Build and maintain professional relationships with clients, bank staff and product providers
- Participate in leads activities and sales pipeline meetings to generate new business
- Complete compliance documentation such as Client Advice Record, FICA and FNA forms
- Submit proposal forms to product providers and ensure issued policies align with recommendations
- Manage commission earnings by checking statements and keeping client database updated
- Provide feedback to Regional Manager on lead conversion and business progress
- Complete required compliance exams within specified timeframes
Job details
- Organisation
- Absa
- Location
- Nongoma, KwaZulu Natal
- Job type
- Full time
- Experience level
- Mid
- Category
- Banking & Insurance
- Posted
- 5 November 2026 (2 days ago)
- Application Method
- Apply online
Success Guide
This is a great opportunity to start or grow your career in financial advice with one of South Africa's big banks. Absa is serious about transformation and inclusion, so if you are from a designated group or have a disability, your application is especially welcome. Before you apply, make sure your CV clearly shows any FAIS related credits, financial planning knowledge or sales experience you have. Highlight your ability to build trust with clients, since this role is all about relationships and meeting targets. Prepare for a competency based interview where they may ask how you would handle a client who is unsure about a product, or how you would generate leads in a small town like Nongoma. Remember to submit your application through Absa's official careers site and attach all relevant documents.
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