Financial Adviser FAIS: Impactful Client Planning
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Absa is recruiting a FAIS-licensed Financial Adviser to deliver tailored financial planning and investment guidance. The role requires using Financial Needs Analysis to assess client needs and present suitable solutions within the Absa advisory framework.
The incumbent will manage client relationships, generate leads, and ensure compliance with FAIS/BSA regulations, with ongoing reviews to maintain fit and proper status and to grow the client book.
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FAIS Financial Adviser — Impactful Planning
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Swellendam, Western Cape, South Africa Absa Group Full-timeAbsa Group is seeking a FAIS-licensed Financial Adviser to deliver holistic financial planning and advice. You will guide clients through needs analysis, craft investment and risk proposals, and present compliant recommendations within Absa’s advisory framework.The role requires RE5 certification and an NQF 5 FAIS credit, with a focus on building trusted...
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