Financial Adviser

2 weeks ago

Boksburg, South Africa Absa Bank Limited Full time

Empowering Africa’s tomorrow, together one story at a time.
- With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary

Provide specialist advise and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).

Job Description

Source Utilisation: Obtain walk in client or data leads from the Bank staff in the branches. | Customer Experience: To provide service excellence and achieve customer satisfaction. | Risk and Control: Ensure that processes, control requirements and risk management frameworks that impact the area are documented and understood. | Manage Sales and Growth Targets: Capture the correct Policy Relevant Information (PRI) number on the EBankpac system on a monthly basis and check the accuracy of the commission statements received from the AIFA Commissions department. Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements.

FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):
FSCA-Approved Qualification
Regulatory Exam for Representatives (RE5)
Experience As Per the FAIS Act
Product Specific Training once Onboarded
Class Of Business Training
Continuous Professional Development
Attest To Honesty, Integrity, and Good Standing

Education

Bachelor's Degrees and Advanced Diplomas: Accounting, National Senior Certificate/ Matric (Grade 12)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_

  • Advancing Financial Adviser

    2 days ago

    Boksburg, South Africa Old Mutual Limited Full time

    Advancing Financial Adviser page is loaded## Advancing Financial Adviserlocations: Boksburgtime type: Full timeposted on: Posted Todayjob requisition id: JR-74174**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Qualifications and Experience**A minimum of Matric or...

  • Assistant Financial Adviser

    1 week ago

    Boksburg, South Africa Dante Personnel Full time

    Gauteng, Boksburg Assistant Financial Adviser (Insurance) R15 - R20 000 + Comm Boksburg based **Minimum requirements**: - As per the norm of this Industry - Salary is guaranteed up until the individual has an established client base and then the basic will be dropped - Must have Insurance experience - Minimum 1 year exp - RE would be added bonus - NQF 4...

  • Financial Adviser: Elevate Client Impact

    2 days ago

    Boksburg, South Africa Old Mutual Limited Full time

    A financial services provider in Boksburg is seeking an experienced Financial Adviser to join their team. The ideal candidate will have at least 12 months of experience in financial services, a completed Long-term Insurance Class of Business, and strong consultative selling skills. A valid driver’s license and a clear criminal and credit check are...

  • Africa Financial Adviser: Grow Impact

    4 days ago

    Boksburg, South Africa Old Mutual Full time

    A leading financial services firm seeks Financial Advisers in Boksburg. Candidates must have Matric, 12 months experience, and completion of Long-term Insurance Class of Business. Strong consultative selling and customer service skills are essential. A valid driver's license and car are required. The role involves building customer relationships and ensuring...

  • Sanlam Financial Adviser

    4 days ago

    Boksburg, South Africa Sanlam Full time

    Join to apply for the Sanlam Financial Adviser - Boksburg role at Sanlam 1 day ago Be among the first 25 applicants Join to apply for the Sanlam Financial Adviser - Boksburg role at Sanlam Who are we?Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the...

  • Sanlam Financial Adviser

    4 days ago

    Boksburg, South Africa Sanlam Full time

    Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market.Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life...

  • Aspiring Financial Adviser

    2 weeks ago

    Boksburg, South Africa Old Mutual South Africa Full time

    Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self‑motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. Job Overview The role at a glance is about championing our valued customers to achieve their lifetime goals by...

  • Insure Adviser Assistant

    2 weeks ago

    Boksburg, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Insure Adviser Assistant (ADP) | Boksburg, Gauteng | Permanent **Category**: - Administration and Operations **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 06 Jun 2025 **Reference...

  • Commissioned Financial Adviser

    4 days ago

    Boksburg, South Africa Old Mutual Full time

    Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self‑motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to...

  • Senior Wealth Administrator

    1 week ago

    Boksburg, South Africa PSG Wealth Financial Planning Full time

    Job description: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Senior Administrator/Paraplanner to provide an efficient administrative & planning support function to the Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with...