Financial Adviser for Everyday Banking at Absa, Worcester
Absa · Worcester, Western Cape
Overview
Absa is looking for a qualified Financial Adviser to join their Everyday Banking team in Worcester, Western Cape. You will guide clients through financial needs analysis and recommend solutions for investments, life insurance and estate planning. This full time role suits someone with 2 to 3 years of financial planning experience and the required FAIS credits. You will work closely with bank staff and product providers to grow a book of business while earning commission.
About the role
As a Financial Adviser at Absa in Worcester, you will be the trusted guide for clients navigating their financial future. Your days will involve meeting clients, understanding their needs through detailed financial needs analysis, and recommending the right Absa products for investments, life insurance and estate planning. You will build strong relationships with bank staff and product providers, follow up on leads, and ensure every piece of advice meets FAIS regulations.
Key duties include:
- Conducting comprehensive financial needs analyses using Absa approved tools.
- Preparing and presenting tailored recommendations and quotes to clients.
- Completing compliance documentation and submitting application forms.
- Reviewing client portfolios annually and maintaining strong relationships.
- Meeting sales targets and managing your commission earnings accurately.
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 license categories.
- Commitment to maintaining ongoing fit and proper status and completing required compliance exams.
Responsibilities
- Follow the six steps of financial planning and introduce clients to the adviser services.
- Conduct financial needs analyses in investment, life insurance and estate planning.
- Present product recommendations under accredited license categories and implement accepted advice through Absa processes.
- Build and maintain professional relationships with clients, bank personnel, product providers and support staff.
- Participate in sales meetings and use leads to generate new and repeat business.
- Review client portfolios at least annually and adjust plans to meet changing needs.
- Manage commission earnings by verifying policy information and following up on unpaid premiums.
- Support and mentor adviser assistants, ensuring they understand their roles and receive training.
- Keep client records compliant with FAIS, FICA and FSB standards.
Job details
- Organisation
- Absa
- Location
- Worcester, Western Cape
- Job type
- Full time
- Experience level
- Mid (2+ years)
- Education
- Diploma
- Category
- Banking & Insurance
- Posted
- 28 October 2026 (1 week ago)
- Application Method
- Apply online
Success Guide
Applying for this role at Absa means showing that you are a qualified and compliant financial adviser. Make sure your CV clearly highlights your 2 to 3 years of experience in long term insurance and investments, along with your NQF 5 and RE 5 certifications. In your cover letter, mention how you have helped clients with financial needs analysis and how you stay up to date with FAIS regulations. The interview may include questions about your sales track record and how you build relationships with bank staff. Be ready to give examples of how you have turned leads into business. Absa values inclusivity, so feel free to ask about any accommodations you might need. Good luck, you have got this.
How we help you prepare
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