Financial Adviser, Everyday Banking at Absa in Stellenbosch
Absa · Stellenbosch, Western Cape
Overview
Absa is looking for a qualified Financial Adviser to join their Everyday Banking team in Stellenbosch. You will guide clients through financial needs analysis and recommend tailored investment, life insurance and estate planning solutions. If you have your RE 5 and NQF 5 qualifications and a passion for helping people secure their financial future, this full time role offers a solid platform to grow your advisory career with a leading African bank.
About the role
As a Financial Adviser in Absa's Everyday Banking team, you will be the trusted guide who helps clients make sense of their money. You will work closely with bank personnel and product providers to identify opportunities and deliver professional financial advice.
What the role involves:
- Conducting thorough financial needs analyses using Absa's tools to understand each client's investment, life insurance and estate planning needs.
- Preparing and presenting tailored recommendations and product quotes that comply with FAIS regulations.
- Implementing accepted advice through Absa's new business processes and ensuring all compliance documentation is completed correctly.
- Building strong relationships with clients and bank stakeholders to generate leads and repeat business.
- Reviewing client portfolios regularly to keep solutions aligned with changing needs.
- Managing your own commission earnings and keeping your client database accurate and up to date.
Application note: You will apply directly on Absa's official careers site. Make sure your CV clearly shows your FAIS credits, RE 5 certification and relevant financial planning experience.
Requirements
- Minimum 2 to 3 years of experience in financial planning or advice within long term insurance and investments.
- NQF 5 FSB approved qualification with 120 FAIS credits.
- RE 5 certification.
- Fit and proper status for the relevant license categories.
- Ability to follow the six steps of financial planning as a FAIS licensed adviser.
- Strong understanding of investment, life insurance and estate planning disciplines.
- Excellent client relationship and stakeholder engagement skills.
Responsibilities
- Follow the six steps of financial planning and conduct financial needs analyses for clients.
- Prepare and present recommendations and quotes for risk and investment solutions.
- Ensure all advice given complies with FAIS regulations and complete the necessary compliance documentation.
- Implement accepted advice through Absa's new business processes.
- Build and maintain professional relationships with clients, bank personnel and product providers.
- Participate in sales meetings and reciprocal leads activities to generate new business.
- Review client portfolios at least once a year and address any new needs.
- Manage commission earnings by capturing correct policy information and checking commission statements.
- Provide feedback to the Regional Manager on lead conversion and business progress.
- Maintain your fit and proper status by completing all required compliance exams.
Job details
- Organisation
- Absa
- Location
- Stellenbosch, 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
This role is a great fit if you already have your RE 5 and FAIS credits and want to work with a major bank. Absa will expect you to be comfortable with financial needs analysis and talking clients through complex products in plain language.
When you apply, make your CV stand out by listing your NQF 5 qualification, RE 5 certificate and specific examples of financial planning work you have done. Mention any experience with long term insurance, investments or estate planning. Also show that you understand the six steps of financial planning and can work to sales targets.
In an interview, be ready to walk through how you would handle a client meeting from start to finish, including the compliance documents you would complete. Absa values professionalism and a genuine desire to help clients, so let your people skills shine.
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