FAIS Licensed Financial Adviser: Needs-Based Planning
1075 Absa Ins & Fin Advise(Pty
Full-time
Creative
Location
makhanda, eastern cape, South-Africa
Posted
July 13, 2026
Job Description
Absa Bank Limited in South Africa seeks a FAIS licensed financial adviser to follow the six steps of financial planning and to present tailored recommendations under Absa approved products. The adviser must introduce the services offered and obtain client approval to conduct a Financial Needs Analysis (FNA) across Investment, Life Insurance and Estate planning.
The role includes implementing accepted advice through Absa’s processes and ongoing reviews to ensure fit and proper status.
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