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Strategic Financial Adviser – Wealth & Insurance
Job in
Hermanus, 7200, South Africa
Listed on 2026-07-29
Listing for:
PVH (Tommy Hilfiger/Calvin Klein)
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Insurance Sales
Job Description & How to Apply Below
Absa Advisers is seeking a FAIS-licensed financial adviser to implement the six steps of financial planning for clients in long-term insurance and investments. You will prepare financial needs analyses, present recommendations, and ensure compliance with FAIS regulations.
You will build relationships with clients and internal stakeholders, assess needs, present quotes, process applications, and review portfolios annually to ensure ongoing suitability and growth of the book of business.
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