Financial Adviser (AIFA: Everyday Banking) at Absa, Malmesbury
Absa · Malmesbury, Western Cape
Overview
Absa is looking for a qualified Financial Adviser to join their Everyday Banking team in Malmesbury, Western Cape. You will provide professional financial planning advice to clients, helping them with investments, life insurance and estate planning. This full time role suits someone with 2 to 3 years of financial advice experience who holds the relevant FAIS qualifications and wants to grow their career at one of South Africa's biggest banks.
About the role
As a Financial Adviser at Absa, you will guide clients through every step of their financial journey. You will meet with clients, assess their needs through a full financial needs analysis, and recommend Absa products that suit their goals. Your day to day work will involve building relationships with bank staff and clients, following up on leads, preparing quotes and recommendations, and making sure that everything you do meets FAIS regulations.
You will work closely with the Everyday Banking team, including regional managers and product providers, to grow your client base and help clients stay on track with regular portfolio reviews. You will also manage your own commission earnings by keeping your client records accurate and following up on any unpaid premiums or lapses.
Important application note: You must apply through Absa's official careers portal. Make sure you have your CV, qualification certificates and FAIS certification details ready when you complete your application there.
Requirements
- Minimum 2 to 3 years of experience in financial planning and advice within long term insurance and investments
- NQF 5 FSB approved qualification with 120 FAIS credits
- RE 5 certification
- Must be fit and proper for the typical license categories
- Must be able to follow the six steps of financial planning as a FAIS licensed financial adviser
- Must maintain ongoing fit and proper status in line with FAIS requirements
Responsibilities
- Follow the six steps of financial planning and conduct a financial needs analysis for clients in the areas of investment, life insurance and estate planning
- Present recommendations and quotes for Absa approved products that meet the client's identified needs
- Implement accepted advice through Absa's new business processes and ensure all compliance documentation is completed
- Review client portfolios at least once a year and adjust plans when client needs change
- Build and maintain relationships with clients, bank personnel, product providers and adviser support staff
- Participate in lead generation activities and sales pipeline meetings to grow your client base
- Meet sales and growth targets set by the business
- Manage your own commission earnings, keep the client database up to date and follow up on unpaid premiums and lapses
Job details
- Organisation
- Absa
- Location
- Malmesbury, Western Cape
- Job type
- Full time
- Experience level
- Mid (2+ years)
- Education
- Certificate
- Category
- Banking & Insurance
- Posted
- 28 October 2026 (1 week ago)
- Application Method
- Apply online
Success Guide
If you are applying for this Financial Adviser role at Absa, make sure you have a solid understanding of the FAIS six step financial planning process because it will come up in interviews. Think about how you have worked with clients in the past, how you have met sales targets and how you have handled compliance. A good example to have ready is a time you turned a lead into a long term client relationship. You will be working with Absa’s banking staff and clients in Malmesbury, so showing that you can build trust with people from different backgrounds will stand you in good stead. Remember to have your RE 5 and NQF 5 certificates ready, as these are non negotiable for this role. Also, since this is a commission driven position, be ready to comfortably discuss your own targets and how you plan your work day.
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