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About the Organisation
Absa Bank Limited is one of Africa’s largest and most diversified financial services groups, with over 100 years of history. The bank provides retail, business, corporate, and investment banking services across Africa and internationally. Absa is committed to empowering Africa’s future by offering innovative, client-centered solutions while promoting diversity, inclusion, and equitable representation in its workforce
Financial Adviser AIFA Everyday Banking STLT (FAIS) job at Absa Bank Limited | Apply Now
Richards Bay, South Africa
Are you looking for Bank jobs in South Africa 2025 today? then you might be interested in Financial Adviser AIFA Everyday Banking STLT (FAIS) job at Absa Bank Limited
Full Time
Deadline:
30 Sept 2025
Job Title
Financial Adviser AIFA Everyday Banking STLT (FAIS) job at Absa Bank Limited
Absa Bank Limited
Job Description
The adviser will engage clients to identify their life assurance and financial planning needs using Absa’s Financial Needs Analysis tools. Responsibilities include preparing and presenting tailored recommendations, ensuring compliance with FAIS regulations, and processing applications through product providers. The adviser will manage a client portfolio, reviewing policies annually, addressing unpaid premiums, and maintaining updated records. The role also includes driving business growth through lead conversion, networking with Everyday Banking stakeholders, and sourcing new opportunities externally. Additionally, the adviser will manage commission earnings, oversee administrative processes, and support practice management by mentoring assistants and interns.
Duties, Roles and Responsibilities
Qualifications, Education and Competencies
See all details of the qualifications, competencies and education for this role under the "How to Apply" section below.
ONLY ONLINE APPLICATIONS:
Interested and qualified candidates are advised that all applications should be submitted online.
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How to Apply
Establish and maintain professional client and stakeholder relationships.
Conduct comprehensive financial needs analyses using Absa’s tools.
Prepare and present personalized financial and insurance solutions.
Ensure compliance with FAIS and banking regulations during all advisory processes.
Meet sales and growth targets through effective client acquisition and portfolio management.
Review client portfolios annually and maintain engagement strategies.
Manage commission earnings, reconcile monthly commission statements, and update client databases.
Follow up on unpaid premiums and policy lapses.
Train, coach, and mentor adviser assistants and interns.
Participate in Absa performance development and staff training initiatives.
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Further Education and Training Certificate (FETC) in Business, Commerce, or Management Studies (required).
FAIS-recognized qualification and RE5 certification (mandatory).
Evidence of at least 12 months’ commission statements (essential).
Strong knowledge of life assurance, financial planning, and investment products.
Excellent advisory, sales, and negotiation skills.
Strong compliance and regulatory knowledge.
Ability to manage client relationships and meet performance targets.
Leadership, coaching, and mentoring skills.
Strong communication, interpersonal, and presentation skills.
