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Experienced Financial Adviser – FAIS Fit & Proper
Absa Group. Provide expert, holistic financial planning and advisory services .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and advisory services, with a strong focus on client relationship management and compliance with FAIS regulations. Proven ability to source new business opportunities and deliver tailored investment solutions.
Highest-signal resume keywords
FAIS Fit & Proper ComplianceRE5 CertificationFinancial Advising ExperienceBusiness Development SkillsSales Target Achievement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment SolutionsRisk ManagementInsurance SolutionsClient Portfolio ManagementMarket Trend AnalysisSales StrategyNetworkingCompliance ManagementClient Relationship Management
Soft Skills
Communication SkillsNegotiation SkillsClosing SkillsExceptional ServiceRelationship Building
Certifications & Qualifications
RE5 CertificationFurther Education and Training Certificate (FETC): Business, Commerce and Management Studies
Industry Keywords
Financial AdvisoryRegulatory ComplianceClient Base DevelopmentSales TargetsMarket Trends
About the role
Key responsibilities & impact- Provide expert, holistic financial planning and advisory services
- Manage and grow an existing client portfolio, if applicable
- Proactively source and convert new business opportunities
- Deliver tailored investment, risk, and insurance solutions
- Maintain long-term client relationships through exceptional service
- Ensure full compliance with FAIS and regulatory requirements
- Stay informed on market trends and product developments
Requirements
What you’ll need- Fully FAIS Fit & Proper compliant (non-negotiable)
- RE5 certification (essential)
- Minimum 3–5+ years’ experience as a Financial Adviser or in a similar advisory role
- Proven track record of meeting or exceeding sales targets
- Established client base (advantageous)
- Strong business development and networking capability
- Excellent communication, negotiation, and closing skills
- Own reliable transport
- Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)
Benefits
Comp & perks- Uncapped commission structure with high earning potential
- Access to leading financial products and solutions
- Administrative and advisory support
- Ongoing professional development and technical training
- Autonomy and flexibility to manage your practice
- Opportunity to scale and build a sustainable advisory business