Full-time

Senior Financial Advisor

  • Posted by Absa
  • Absa Regional Office, Polokwane Central
  • Closes 30 November 2026

Summary

Provide holistic wealth management, investment strategies, and estate planning advice to high-net-worth individual clients.

About the role

This role focuses on active relationship management and high-level wealth advising. You will analyze client financial portfolios, assess risk tolerances, and build tailored investment portfolios using Absa’s premium suite of wealth, insurance, and investment products.

Requirements

• BCom Degree in Finance, Financial Planning, or an equivalent tertiary qualification.
• Certified Financial Planner (CFP®) designation is mandatory.
• Minimum of 4 to 5 years of active wealth advising or investment brokerage experience.
• Regulatory Examination 5 (RE5) certificate.
• Comprehensive Curriculum Vitae (CV).
• Certified copies of all academic degrees and professional certifications.
• Valid RE5 Certificate.
• Proof of FAIS compliance/fit and proper status history.