Location
makhanda, eastern cape, South-Africa
Posted
July 12, 2026
Job Description
Job Summary
The role involves following the six steps of financial planning as a FAIS licensed financial adviser, conducting Financial Needs Analysis across Investment, Life Insurance and Estate planning, making recommendations, ensuring compliance with Absa's product offerings, implementing advice, conducting regular reviews, and maintaining Fit & Proper status.
Job Description
Key Accountabilities
- Establish and maintain professional relationships with clients, bank personnel, product providers, and adviser support staff.
- Participate in lead activities and sales/pipeline meetings to identify opportunities for new or repeat business and fully utilize Absa’s bancassurance structure.
- Assess client needs using recommended needs analysis tools and communicate the full value proposition offered by AIFA.
- Prepare recommendations and quotes for risk and investment solutions based on client’s needs and profile.