Financial Adviser - Everyday Banking at Absa, Somerset West
Absa · Somerset West, Western Cape
Overview
Absa is looking for a qualified Financial Adviser to join their Everyday Banking team in Somerset West. You will guide clients through financial needs analysis, recommend suitable insurance and investment products, and build long term relationships. This full time role suits someone with 2 to 3 years of financial planning experience who holds NQF 5 and RE 5 certifications and wants to grow within a major South African bank.
About the role
As a Financial Adviser in Absa's Everyday Banking division, you will be the trusted professional who helps clients plan their financial future. You will work closely with bank staff, product providers, and clients to identify needs, present tailored solutions, and implement advice that makes a real difference.
What you will do:
- Conduct comprehensive financial needs analyses using Absa's Avalon tool
- Recommend and present suitable risk and investment solutions to clients
- Build strong relationships with bank personnel and stakeholders to generate leads
- Manage your own commission earnings by capturing policy information accurately
- Review client portfolios at least once a year to ensure ongoing suitability
- Maintain all compliance documentation in line with FAIS and FICA requirements
- Coach and support adviser assistants within your practice
Important application note: You will be redirected to Absa's official careers portal to complete your application. Make sure your CV and supporting documents are ready before you start.
Requirements
- Minimum 2 to 3 years of experience in Financial Planning or Advice within long term insurance and investments
- NQF 5 FSB approved qualification (120 FAIS Credits)
- RE 5 Certification
- Fit and proper status for typical licence categories
- Must be able to follow the six steps of financial planning as a FAIS licensed adviser
- Strong understanding of investment, life insurance, and estate planning disciplines
- Willingness to maintain ongoing fit and proper status including honesty, integrity, and financial solvency
- Ability to complete compliance exams within specified timeframes
Responsibilities
- Conduct financial needs analyses for clients using Absa's Avalon tool and recommend appropriate solutions
- Present advice recommendations in line with FAIS regulations and Absa approved products
- Implement accepted advice through Absa's new business processes
- Build and maintain relationships with clients, bank personnel, and product providers
- Participate in sales and pipeline meetings to identify new business opportunities
- Meet sales and growth targets while providing regular feedback to the Regional Manager
- Review client portfolios annually and manage commission statements and database records
- Provide coaching and mentoring to adviser assistants and complete required compliance training
Job details
- Organisation
- Absa
- Location
- Somerset West, 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
Applying for a financial adviser role at Absa is a great move, but they will want to see that your qualifications are spot on. Before you apply, double check that your CV clearly shows your NQF 5 qualification, your RE 5 certification, and your 2 to 3 years of experience in long term insurance and investments.
In the interview, be ready to talk about how you have built client relationships and met sales targets in the past. Absa values professionalism and compliance, so have examples ready of how you followed FAIS regulations.
Tip: the application goes through Absa's Workday portal, so set aside 20 minutes to create your profile and upload all documents. Good luck!
How we help you prepare
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