Financial Adviser for Everyday Banking at Absa, Swellendam
Absa · Swellendam, Western Cape
Overview
Absa is looking for a qualified Financial Adviser to join their Everyday Banking team in Swellendam, Western Cape. You will work with clients to understand their financial needs and recommend suitable banking, insurance and investment solutions. If you have FAIS credits, RE5 certification and a few years of financial planning experience, this full time role offers a great opportunity to grow your career with one of South Africa's biggest banks.
About the role
As a Financial Adviser in Absa's Everyday Banking division, you will be the key contact for clients seeking advice on investments, life insurance and estate planning. You will follow the six steps of financial planning to assess each client's needs and then recommend products from Absa's approved range that fit their situation.
Your day to day work will involve meeting with clients, conducting financial needs analyses using Absa's tools, preparing recommendations and quotes, and helping clients implement the advice they accept. You will also build relationships with bank staff and other stakeholders to generate leads and grow your client base.
You will be responsible for meeting sales targets, managing your commission earnings accurately, and keeping your client records compliant with FAIS and FICA rules. Ongoing training and staying fit and proper for your licence are also part of the role.
Application note: You will need to apply through Absa's official careers site. Make sure your FAIS credits, RE5 certificate and relevant experience are clearly shown in your CV.
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 typical licence categories
- Further Education and Training Certificate (FETC) in Business, Commerce and Management Studies
- Ability to follow the six steps of financial planning
- Knowledge of FAIS regulations and compliance requirements
Responsibilities
- Conduct financial needs analyses for clients in the areas of investment, life insurance and estate planning
- Prepare and present recommendations and quotes based on each client's individual needs
- Implement accepted advice through Absa's new business processes
- Review client portfolios at least once a year to check continued suitability of solutions
- Build and maintain professional relationships with clients, bank personnel and product providers
- Participate in leads activities and sales meetings to identify new business opportunities
- Meet sales and growth targets set for the role
- Manage commission earnings by capturing correct policy information and checking statements monthly
- Keep client records compliant with FAIS, FICA and FSB requirements
- Attend required training to maintain fit and proper status and product accreditation
Job details
- Organisation
- Absa
- Location
- Swellendam, 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 perfect if you already have your FAIS credits and RE5 and want to work with a major bank. When you apply, make sure your CV clearly shows your financial planning experience and your qualifications, because Absa will check that you are fit and proper. In an interview, be ready to talk about how you would handle a client who is unsure about which product to choose. Show that you understand the importance of compliance and that you can build trust. Also, highlight any experience you have with sales targets and client relationships, as this role is very focused on growing the business. Good luck!
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