Location: Coutry Wide
Closing Date: 31 August 2012

Job Purpose

To undergo a structured training programme in order to become a Professional Financial Adviser and whilst under the supervision of the appointed Manager, to deliver financial advice to the Absa Customer Base

Key Responsibilities

  • Understand the Banking environment and to build a drive strong relationships with Bank colleagues
  • Campaign leads within the bank by actively driving and participating in campaigns in the Bank
  • Receive leads electronically and analyse each lead for viability of potential client
  • Make telephonic contact with the client to set up a meeting within the specified timeframes per the leads campaign agreement
  • Seek guidance from the appointed Manager on how to assess the client’s portfolio and identify possible gaps
  • Disclose the relevant information related to e.g. your qualifications in terms of FAIS, products you are licensed to sell
  • Provide file consisting of record of Financial Needs Analysis, details of information shared with client during consultation and proof of business concluded to the appointed Manager
  • Record the outcome of the lead engagement on the appropriate electronic system
  • Establish networks by attending meetings and social gatherings, with the appointed Manager
  • Follow the steps in the designated client engagement process as specified
  • Establish and define a professional relationship with the client according to requirements as received from the appointed Manager
  • Conduct a full client portfolio investigation
  • Analyse and evaluate the clients’ financial status
  • Develop and present financial planning recommendations and alternatives
  • Implement the financial planning recommendations
  • Monitor the financial planning recommendations
  • Draft a client contact plan that forms the basis of practice management
  • Provide feedback on progress by means of regular reports, formal and informal coaching session
  • Capture the correct Policy Relevant Information (PRI) number on the system
  • Check the accuracy of the commission statements received from the AIFA Commissions department
  • Follow up on unpaid premiums and lapses
  • Manage the suspense account
  • Complete ongoing Developmental Assessments throughout the training
  • Attend training as prescribed by the Adviser Academy and duly contracted with the appointed Manager
  • Complete exams as per the Bank’s requirements within the prescribed time frame
  • Develop a business development plan in conjunction with the appointed Manager
  • Ensure that FAIS Fit and Proper status is maintained
  • Acquire clients through personalized marketing techniques
  • Develop own referral plan by gathering relevant knowledge and understanding of market segmentation, under the guidance of the appointed Manager
  • Conduct activity planning in conjunction with appointed Manager
  • Apply principles of practice management with the guidance of the appointed Manager



  • Deciding and initiating action
  • Relating and networking
  • Persuading and influencing
  • Analysing
  • Delivering results and meeting customer expectations
  • Following instructions and procedures
  • Coping with pressure and setbacks
  • Achieving personal work goals and objectives


The appointment will be made in line with the Divisional Employment Equity strategy


Minimum Requirements

  • Grade 12 or equivalent NQF level 4 or higher
  • Two (2) years financial industry experience or relevant qualification in business or law at a NQF level 5
  • Learners licence
  • Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet
  • No criminal record

Preferred Requirements

  • B Degree Commerce or Law or equivalent NQF level 6 or higher qualification
  • A valid driver’s licence
  • Own reliable transport
  • Preference will be given to South African Citizens and Permanent residents of South Africa in possession of proof of permanent resident status

How to Apply

Apply Online