Absa Group Limited (Absa) has forged a new way of getting things done, driven by bravery and passion, with the readiness to realise the possibilities on our continent and beyond.
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Job Summary
- Responsible for driving continuous improvement through actionable insights, robust reporting, and effective knowledge management.
- This role focuses on transforming data into meaningful information that supports informed decision-making across the call center and related operations.
- The specialist works closely with stakeholders and technical teams to design and deliver analysis, dashboards, reports, and data-driven tools.
- The role requires strong analytical and problem-solving skills, the ability to manage multiple priorities under tight deadlines, and a proactive approach to identifying opportunities for optimization.
- Key responsibilities include structuring and preparing data, building data models and pipelines, and creating visualizations and analysis that enable business users to monitor performance, identify trends, and improve operational efficiency as well as colleague and customer experience.
Job Description
The ideal candidate would be someone with:
- Strong background in BI and analytics, with a passion for data-driven decision-making.
- Eager to develop data science skills, including predictive modeling and machine learning.
- Demonstrates initiative and ownership, proactively identifying opportunities and driving solutions from concept to implementation.
- Excellent communication skills to translate data insights into business value.
Education Required:
- Bachelor’s Degrees and Advanced Diplomas
Skills Required:
- SQL Server & relations databases
- Power BI
- Python (data wrangling, analysis, visualization, modelling, machine learning, etc.).
- Analytical Statistics
- Mathematics
Experience Required:
- 4+ years in a similar environment
- Service- or call-center experience beneficial.
Advantageous:
- Machine Learning or NLP experience
- SQL Server Integration Services experience
- Databricks experience
- Web development experience
Key accountabilities:
- Deep Dive Analytics - Analyze operational and customer interaction data (e.g., call center performance, service efficiency, customer experience and related operations) to identify trends, patterns, and improvement opportunities. Use SQL Server, Power BI, Databricks, Python, and other relevant tools for data extraction, transformation, and visualization.
- Analytical Insights - Perform advanced data manipulation and apply analytical, statistical and machine learning techniques to provide insights and recommendations that improve operational performance. Identify opportunities to optimize processes and strategies through technology-driven solutions.
- Solutions Development - Design and deliver end-to-end solutions that enable actionable insights and data-driven decision-making. This includes building sustainable dashboards, reports, and visualization tools, as well as developing the underlying data models and pipelines that power them.
- Stakeholder Engagement - Work closely with business stakeholders and technical teams to understand requirements and co-create solutions. Collaborate with the team to deliver actionable insights, dashboards, and other data-driven tools that support informed decision-making.
Education
- Bachelor`s Degrees and Advanced Diplomas: BMI - Business Management and Informatics
End Date: September 19, 2025
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Job Summary
- Work as part of a DevOps team, leverage specialist analysis & testing tools, frameworks, techniques and practices to elicit, define and organize business requirements.
- Translate & document business requirements into user stories & specifications detailing integration points, business & associated risk / opportunities to be realised.
- And following this analysis, work collaboratively within squads during design & delivery activity including assuming responsibility for manual application testing processes, frameworks & outcomes
Job Description
Key Accountabilities:
- Understand stakeholder requirements and business objectives
- Translate elicited needs and knowledge acquired into user story format
- Prepare and prioritise the backlog of requirements for the user stories linked to the proposed solutions
- Define measures of success & key outcomes for various solutions / changes including detailed acceptance criteria
- Provide strategic guidance to clients on Credit Risk System and general technology
- Provide strategic advice on how best to use technology to achieve goals
- Manage Credit Risk system changes and collaborate with in-house technical staff
- Assist Stakeholders through the change-management process
- Provide expert technical assistance to stakeholders
- Meet with stakeholders to determine project requirements and goals
- Provide assistance with technical issues and investigate system related queries
- Revise existing systems and suggest improvements
- Design, test, implement and monitor changes
- Prepare and keep documentation updated
- Prior experience in basic programming languages
- Prior experience using data driven decision engines (TRIAD, BLAZE, POWERCURVE etc.)
- In-depth understanding of the Credit Risk lifecycle
Competencies:
- Applying expertise and technology
- Relating and networking
- Presenting and communicating information
- Creating and innovating
- Formulating strategies and concepts
- Adapting and responding to change
- Delivering results and meeting customer expectations
- Entrepreneurial and commercial thinking
- Meticulous approach to work
- Detail orientated
- Problem solving skills, ability to trouble shoot complex system issues
- Analytical thinker
- The ability to multi-task and work under pressure while producing accurate outputs
- Self-motivated and requires very little supervision
Abilities/Requirements:
- Credit Risk experience
- Decision Engine or Rules Engine exposure
- Basic IT Programming knowledge
- Software consultancy background
Education and Experience Required
- B-degree in (Business, Risk Management or Computer Science) or equivalent NQF level 7 qualification
- Experience using data driven decision engines (such as TRIAD, BLAZE, POWERCURVE etc.)
- Programming skills to create credit rules in risk software would be an advantage
- Minimum of 5 years’ experience in the deployment of systems and tools to manage credit and risk.
Education
- Bachelor's Degree: Information Technology
End Date: September 17, 2025
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Job Summary
- Absa Internal Audit (IA) is looking for a dynamic, innovative and motivated individual to lead and execute digital assurance initiatives by combining data analysis, product development, and audit expertise.
- The role supports the design, development, and implementation of automated assurance solutions, with a strong focus on data integrity, control testing, and risk analytics.
- As part of the IA Digital team, the specialist will leverage tools such as ACL and other scripting platforms to deliver scalable, repeatable audit and assurance solutions.
Job Description
Key Accountabilities
- Design, build and enhance automated assurance scripts and solutions using ACL, Python, SQL, and other relevant technologies.
- Support testing of solutions and collaborate with audit teams to embed digital assurance into audit planning, execution, and reporting.
- Ensure assurance solutions align with enterprise data governance standards and frameworks.
- Partner with key stakeholders to identify opportunities for automation and control testing.
- Update / Design all application documentation aligned to the organisation’s technical standards and risk / governance frameworks.
- Conduct reviews, performance monitoring & ongoing optimisation and maintenance on solutions.
- Drive innovation in assurance practices through the adoption of emerging technologies and agile methodologies.
Education and Experience Required
- Matric
- Relevant qualification / certification in Data Analysis, Auditing, scripting or related fields.
- 4–6 years of experience in internal audit, data analytics, or digital assurance.
- Proven experience with ACL (HighBond/Diligent), Python, SQL, or similar scripting tools.
- Experience in developing and deploying automated control testing or assurance routines.
Knowledge & Skills
- Strong understanding of audit methodology and risk management.
- Proficiency in data extraction, transformation, and analysis.
- Familiarity with data governance and regulatory frameworks.
- Excellent communication and stakeholder management skills.
Competencies
- Analytical thinking and problem solving
- Innovation and continuous learning
- Collaboration and influence
- Planning and execution
- Adaptability and resilience
Personal Traits
- Curious and proactive
- Detail-oriented and quality-driven
- Ethical and accountable
- Strong sense of ownership
Education
- Bachelor's Degree: Information Technology
End Date: September 19, 2025
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Job Description
JOB OVERVIEW
- In charge of a pro-active and comprehensive combined assurance agenda across all lines of defence, spanning the entire Personal and Private Banking. This includes transforming the function to a future-fit capability. Furthermore, accountable for the conformance testing agenda in Personal and Private Banking.
KEY ACCOUNTABILITIES
Strategy and Governance: (10%)
- Set the Personal and Private Banking strategy and framework for combined assurance.
- Lead the combined assurance agenda for the Personal and Private Banking business unit.
- Monitor execution and delivery in line with the combined assurance strategy and ensure appropriate turnaround of delays and deviations.
- Establish, manage, and optimise an effective senior Combined Assurance Forum for the Personal and Private Banking business area, including the definition of an appropriate terms of reference and identification and selection of committee members.
- On a periodic basis, chair and shape the agenda of the Combined Assurance Forum for Personal and Private Banking, where the current status of the plan is discussed in the context of the combined assurance focus areas. Facilitate a discussion on any proposed changes to the plan and cover the results of assurance activity and the impact of this on the risk profile, including the articulation of any emerging risks.
- Drive conformance to the Combined Assurance Policy, Assurance Standard, and any related assurance methodologies as defined by Absa Group Limited.
- Proactively manage requirements and priorities of all stakeholders to deliver on the combined assurance priorities.
- Apply the highest standards of risk and control management practices and behaviours.
- Embed a positive risk and control culture across Personal and Private Banking.
Strategic Transformation of Combined Assurance: (15%)
- Strategically lead the transformation of the combined assurance function across all assurance providers and lines of defence in Personal and Private Banking. Through a consultation process and subsequent, measured, and deliberate effort:
- Shape assurance activity to ensure more coverage, with less intrusive audit procedures, e.g., testing of algorithms, continuous monitoring, indicators, etc.
- Design a combined assurance ecosystem where quick decisions are made to change direction if the underlying factors require changes to the plan.
- Work with Group teams and drive automation of combined assurance execution and management.
- Drive the automation of controls assurance across Personal and Private Banking in line with Absa processes, frameworks, policies, and standards, as well as industry best-practice approaches to ensure that outcomes of automated assurance can be relied upon by all assurance providers.
- Continuously stay abreast of industry developments and learning on the topic of combined assurance and shape the Personal and Private Banking agenda and capability as appropriate.
- Assess Personal and Private Banking capability and design a plan to respond where opportunities to improve are identified.
Combined Assurance Planning, Execution and Monitoring: (40%)
- Drive the definition a comprehensive combined assurance plan for Personal and Private Banking by consulting with all assurance providers across the three lines of defence.
- Map the plan to strategic objectives and key processes to ensure coverage of material risks and key controls in Personal and Private Banking.
Ensure that the plan covers material focus areas, including:
- Controls relating to material inherent risks as per Risk and Control Assessments (RCAs) identified across the value chain.
- Inherently material risk types.
- Regulatory and compliance landscape.
- Material change projects which require assurance.
- Risk reduction plans (including remediation of risk events or material issues).
- Results of previous assurance.
- Policy conformance testing.
- Emerging risks.
- Shape assurance activity to ensure appropriate sequence of testing across the lines of defence, led by first line.
- Shape assurance activity to avoid duplication and avoid saturation of audit activities in areas in the business unit at any point in time.
- Shape the assurance plan to one which assigns the activities to the most appropriate assurance provider, internal or external.
- Consider the use of less intrusive assurance techniques to replace traditional assurance approaches as part of combined assurance planning.
- Become pro-active in driving the combined assurance agenda as opposed to simply consolidating the assurance plans from various assurance providers.
- Drive the quality of all combined assurance related data across the various risk systems to enable effective analysis that supports management’s risk decision-making, and collation of insights for combined assurance management and reporting. Ensure the standardisation of capturing to improve quality and ease of reporting.
- Embed, enforce, and enhance as required, a proactive formal process for consistently managing the plan and changes to the plan that supports using the authoritative combined assurance system.
Specifically:
- Define and implement a process to proactively and continuously monitor execution against the plan.
- Proactively identify items at risk and drive the turnaround thereof.
- Facilitate the resolution of any conflicts, capacity challenges or any other matters hampering the successful delivery of the plan.
- Review and challenge all changes to the plan to ensure that changes are risk-based and made in line with defined processes and appropriate governance and oversight.
- On a regular basis (minimum monthly), provide portfolio-level feedback to all stakeholders on progress against the plan and any other factors relating to and / or impacting delivery of the plan.
- Continuously monitor and analyse assurance results and share themes and insights for response by management, including any emerging risks as demonstrated by outcomes of assurance.
- Continuously consider the appropriateness of the plan and drive changes to the plan by influencing other assurance providers’ plans in real time where any changes to these elements occur.
Conformance Agenda: (30%)
- Drive conformance to the Combined Assurance Policy, Assurance Standard, and any related assurance methodologies as defined by Absa Group Limited.
- Drive conformance by leading the full conformance testing agenda for Personal and Private Banking.
- Define a conformance review plan that covers all business units across Personal and Private Banking. Ensure that the conformance testing plan supports the Personal and Private Banking combined assurance agenda and ensures conformance to Absa frameworks, policies, and standards.
- Continuously consider the appropriateness and relevance of the conformance testing plan and adjust the plan to accommodate any changes in the risk landscape through the combined assurance process.
- Identify opportunities to streamline and integrate the conformance testing plan to reduce intrusion on first line teams.
- Perform comprehensive independent conformance testing to ensure conformance to Absa frameworks, policies, and standards.
- Evaluate the quality of data maintained on risk management tools and systems and provide recommendations for remediation where weaknesses are identified.
- Perform comprehensive independent conformance testing to ensure that results of first line Management Assurance testing can be relied upon (quality and consistency), in line with requirements of Absa Risk and Assurance Standards. Drive improvement, where required.
- Raise Dispensations, Waivers, and Breaches (DWBs) or issues where non-conformances have been identified, especially where these are material.
- Engage business stakeholders and maintain effective follow-up and tracking of the remediation of weaknesses and gaps identified through conformance testing.
- Report all material concerns as appropriate and through risk and control governance committees.
- Define and implement less intrusive assurance techniques for conformance testing (automation, data analysis, checklists, etc.).
People Management (As applicable): (5%)
- Manage, motivate, and develop a high performing assurance team by embedding formal performance development and providing appropriate interventions and opportunities.
- Equip teams to deliver in line with the expectations of a high performance culture.
- Provide strategic direction to the team in line with the strategic vision of the business area, Group, and frameworks, policies, and standards.
- Perform other managerial people management functions, including but not limited to:
- Recruitment.
- Disciplinary and grievance process when required.
- Succession planning.
BACKGROUND AND EXPERIENCE
Education
- Bachelor’s degree in Commerce, Finance, Audit, Risk Management, or similar (NQF level 7).
Experience
- 7-10 years financial services experience.
- 5-7 years combined assurance experience.
- 7-10 years risk management experience.
- 5-7 years in Enterprise Risk and/or Assurance Function.
Knowledge and Skills
- Strong background in audit management.
- Strong background in controls assurance.
- Strong technical competence is risk, governance, and control.
- Experience in policy formulation, implementation, interpretation, and influence.
- Strategic planning and delivery.
- Strong verbal and written communication.
- Reporting experience at a senior level.
- Senior stakeholder presentation skills.
- Data analytics – both for management reporting and assurance purposes.
- Strong team leadership and organisational skills.
- Able to operate and deliver under pressure.
- Managing a wide range of priorities with multiple objectives.
- Ability to set and meet performance targets.
Competencies
- Driven, self-initiated, and self-motivated.
- Visionary, innovative / creative.
- Planning and organising.
- Deciding and initiating action.
- Problem solving.
- Results oriented, delivery focused, and able to execute in line with set deadlines.
- Business acumen.
- Resilience and emotional intelligence.
- Relating and networking.
- Coordination and execution.
- Collaboration and influencing.
- Highly effective communicator with excellent interpersonal skills.
- High level of energy and enthusiasm.
Education
- Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)
End Date: September 18, 2025
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Job Summary
- Process Design Graduates work within well-established teams to solve design problems.
- Process Design Graduates create detail process design and user journeys within a design project, improving customer experience, process efficiency and process excellence that positively impact Absa customer and deliver business value.
- Process Design Graduates follow the established standards in their discipline.
- A successful Process Design Graduate is a self-starter that has a passion for solving problems and creating solutions for customers. They have growth mindset and a willingness to learn. They work well within a team and are able to manage their own time and work deliverables effectively.
Job Description
Process Design Graduates will be exposed and developed to:
- Create high quality process designs within the project(s) to improve customer experience, process efficiency and process excellence in order to deliver against defined business objectives
- Execute against the customer experience strategy within the context of a specific process, providing high quality process design solutions to business or customer problems; follow good process engineering practices within the project to enable consistent process design quality.
- Deliver continuous incremental improvements in process efficiencies and process rigour, that both improve the quality of delivery and reduce cost
- Support the translation of process improvements into technical, business and architecture requirements that account for risk and compliance requirements and technical limitations.
- Drive the use of Absa's Process Design knowledge base and promote lean, efficient process thinking within the project
- Execute high quality process design work within a project, solving process inefficiencies and pain points; and delivering on agreed outputs in a timely manner.
- Systematically pursue development of own specialist knowledge and actively seek mentorship.
- Share specialist knowledge with peers and fellow graduates.
Field of study
- A BSC, BEng or BEng Tech in Industrial Engineering or Chemical Engineering or Tech Operations Management , or is busy studying and plans to obtain this by end of 2024`
You are required to submit a cover letter addressing these questions:
- Telling us about yourself, including where you based and
- Why you’re interested in Process Design as a career.
Location:
- Primary location is Johannesburg and successful Graduates will be required to attend sessions in Johannesburg on a regular
Education
- Bachelors Degree and Professional Qualifications: Business, Commerce and Management Studies (Required)
End Date: September 26, 2025
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Job Summary
- A successful Design Graduates is a self-starter that has a passion for solving problems and creating solutions for customers. They have growth mindset and a willingness to learn. They work well within a team and are able to manage their own time and work deliverables effectively.
- You are required to submit a cover letter addressing these questions:
- Telling us about yourself, including where you based and
- Why you’re interested in design as a career.
Job Description
Job Description
Design Graduates will be exposed and developed to:
- Follow an approach defined by the team
- Conduct research (primary and secondary) to understand users pains, gains and needs
- Execute on design work based on steer from design project leads
- Adapt designs based on feedback from customers and team leads
- Present design work back to business stakeholders with the support of design project leads
- Be an advocate and representative of the design thinking methodologies and practices.
- Create final production ready designs
- Create creative and innovative design solutions to create a world-class customer experience
- Contribute to the design within the project
- Apply design thinking and best practice standards in developing design with the support of senior designers
- Leverage insight and data, such as market analysis, customer feedback, and user research analytics to ensure that products/services/solutions are truly designed around the customer and deliver improved experience
- Design mock-ups and prototypes as necessary for each stage of the project, continuously iterating to achieve the optimal output
- Align the design to the design standards and brand guidelines to ensure consistent experience to the customer across the Absa ecosystem
- Continuously build your own expertise by, for example, actively seeking and incorporating feedback, and following external trends and best practices.
Field of study
- Has NQF level 7 or higher or is busy studying and plan to obtain this by end of 2024
Location:
- Primary location is Johannesburg and successful Graduates will be required to attend sessions in Johannesburg on a regular
Education
- Bachelors Degree and Professional Qualifications: Business, Commerce and Management Studies (Required)
End Date: September 26, 2025
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Job Summary
- A successful Business Analyst is a self-starter that has a passion for solving business problems. They have growth mindset and a willingness to learn. They work well within a team and are able to manage their own time and work deliverables effectively.
Job Description
Business Analyst Graduates will be exposed and developed to:
- Follow an approach defined by the team
- Responsible for gathering requirements from business and creating enabling documentation (Business Requirement Definition, User stories and user acceptance criteria) with the support of and according to the standard set by the Lead/senior Business Analysts which will be required by implementation teams i.e. designers, developers, testers etc.
- Support the Business Analyst/Senior business analyst with requirements tracking
- Support the implementation of business initiatives and projects
- Under the direction of a senior business analyst provide documentation support for requirements gathering; process analysis; gap analysis; design of new functionality.
- Work closely with various business units to gather and document business requirements
- Participate in project walkthroughs: business requirements walkthroughs, design walkthrough, functional test plan reviews and implementation sessions
- Conduct JAD sessions to understand business requirements and business needs
- Execute on business analysis work based on steer from the business analyst lead/senior business analyst
- Adapt requirements based on feedback from business and team leads
- Present analysis work back to business stakeholders with the support of business analyst leads/senior business analysts
- Be an advocate and representative of the business analysis methodologies and practices.
- Create final requirements package
- Apply best practice standards in developing requirements with the support of senior business analysis
- Align the requirements to designs to ensure consistent requirements across the Absa ecosystem
- Continuously build your own expertise by, for example, actively seeking and incorporating feedback, and following external trends and best practices.
Field of study
- Has NQF level 7 or higher or is busy studying and plan to obtain this by end of 2024
- Recommended study fields are Information Technology, Computer Science or related fields
You are required to submit a cover letter addressing these questions:
- Telling us about yourself, including where you based and
- Why you’re interested in business analysis as a career.
Location:
Education
- Bachelors Degree and Professional Qualifications: Business, Commerce and Management Studies (Required)
End Date: September 26, 2025
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Job Summary
- We are launching an exciting graduate programme aimed at developing the next generation of digital strategy leaders. As a Junior Analyst, you will be part of a dynamic team driving strategic initiatives across digital channels, customer value management, and commercial growth.
- This role is ideal for a recent graduate with a strong analytical foundation and a passion for solving complex problems in innovative ways.
Job Description
Key Responsibilities
- Support the development and execution of digital strategy initiatives through data-driven insights.
- Break down complex business problems using first-principles thinking and structured problem-solving approaches.
- Analyze large datasets to identify trends, opportunities, and risks, and present findings in clear, compelling visual formats (charts, dashboards, infographics).
- Collaborate with cross-functional teams to support strategic planning, performance tracking, and business case development.
- Prepare high-quality written reports, executive summaries, and presentations for senior stakeholders.
- Participate in workshops, brainstorming sessions, and strategic reviews, contributing ideas and insights confidently.
- Embrace coaching and feedback to accelerate personal and professional growth.
Education & Background
- Bachelor’s degree in a STEM field (e.g., Engineering, Mathematics, Computer Science) or Finance/Economics.
- Strong academic performance and demonstrated analytical aptitude.
Core Skills & Competencies
- Analytical Thinking: Ability to deconstruct complex problems into manageable components using first-principles logic.
- Data Literacy: Comfortable working with large datasets; able to extract insights and translate them into actionable recommendations.
- Visual Communication: Skilled in creating clear, concise, and visually engaging charts and graphics.
- Verbal Communication: Confident speaker with the ability to present ideas clearly and persuasively to diverse audiences.
- Written Communication: Exceptional writing skills with a professional tone suitable for executive-level communication.
- Coachability: Open to feedback, eager to learn, and adaptable to new challenges and environments.
Preferred Tools & Technologies
- Familiarity with Excel, PowerPoint, and data visualization tools (e.g., Power BI, Tableau).
- Exposure to SQL, Python, or other analytical tools is a plus.
What We Offer
- Structured mentorship and coaching from senior leaders.
- Exposure to high-impact strategic projects.
- A collaborative and inclusive team culture.
- Opportunities for growth and career progression within the digital strategy space.
Education
- Bachelors Degree and Professional Qualifications: Business, Commerce and Management Studies (Required)
End Date: September 26, 2025
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Job Summary
- This graduate program provides exposure to digital product development and analytics within a dynamic team. The role supports the Product Manager and digital teams by assisting with research, data analysis, and product lifecycle activities. It is designed to build foundational skills in digital strategy, customer experience, and product innovation.
Job Description
Key Responsibilities
Learning & Support
- Participate in training sessions, rotations and shadow experienced Product Managers to understand digital product development.
- Assist in maintaining documentation and knowledge repositories.
- Practice continuous learning to stay updated on digital trends and tools.
Research & Analysis
- Support data gathering and basic analysis of market trends, customer feedback, and competitor activity to inform product decisions.
- Help prepare insights and reports to inform product decisions.
Product Development Assistance
- Assist in collecting product requirements and documenting user needs.
- Participate in team meetings and contribute to brainstorming sessions.
- Support testing and quality assurance activities under supervision.
- Support backlog organisation and prioritisation, ensuring items are structured and clear.
- Maintain product documentation
Customer Engagement
- Help gather and organise customer feedback.
- Contribute to initiatives aimed at improving user experience.
Operational Tasks
- Support reporting and analytics tasks by preparing data sets and visualisations.
- Assist in identifying opportunities for improvement across digital products.
- Assist in product delivery support tasks i.e. ensure backlog items meet Definition of Ready and Definition of Done before sprint/PI activities, log impediments and escalations to the Product Manager
Preferred Education
- Currently pursuing or recently completed a Degree, Diploma, or Technical Vocational Certificate (NQF Level 7 or above) in:
- Engineering, Business, Commerce, Marketing, or Design
Knowledge & Skills
- Basic understanding of digital technologies and the financial services sector
- Curiosity and willingness to learn
- Analytical thinking and problem-solving
- Communication and collaboration skills
Technical Competencies
- Exposure to digital tools and platforms (e.g., analytics, design, or project management tools)
- Basic data analysis and reporting
Behavioural Competencies
- Teamwork and interpersonal effectiveness
- Results orientation and accountability
- Customer focus and empathy
Cognitive Competencies
- Creative and innovative thinking
- Systems thinking and adaptability
Education
- Bachelors Degree and Professional Qualifications: Business, Commerce and Management Studies (Required)
End Date: September 26, 2025
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Job Summary
- To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations
- To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. On client acceptance of all or part of the advice, the adviser is required to implement the accepted advice through Absa’s new business processes.
- The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions. In these reviews, new needs may be addressed and changes to existing plans be proposed to ensure continued solutioning of client needs.
- Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license.
Job Description
Key Accountabilities:
Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff)
- Participate in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new or repeat business, and fully utilising Absa’s bancassurance structure.
- Assess client’s needs through use of recommended needs analysis tools, ensuring that the client is aware of the full value proposition offered by AIFA.
- Prepare recommendation and quote for appropriate risk and investment solutions based on the client’s individual needs and profile.
- Present recommendation to clients, ensuring that all FAIS regulations are followed regarding advice given.
- Follow all the steps in the designated client engagement process as specified by Absa Advisers.
- Provide regular feedback to the Regional Manager on actions taken to progress the lead to business.
- Network, on an ongoing basis, with all stakeholders in Everyday Banking (PGM’s and Regional Managers) and elsewhere by attending their meetings and social gatherings to position the Absa Advisers' value proposition to the Bank and to the clients
Accountability: Meet sales and/or growth targets
- Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive.
- Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs.
- Make exclusive use of Absa’s Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client.
- Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to
- get a comprehensive view of the client's financial needs.
- Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs.
- Generate and discuss a formal recommendation including product quote(s) for the client.
- On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s).
- Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA).
- Submit the proposal forms to the relevant product providers for processing.
- Ensure that the issued policy aligns to the recommended product.
- Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship.
- Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable.
- Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM’s.
Accountability: Manage own commission earnings
- Capture the correct Policy Relevant Information (PRI) number on the Commission system.
- On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department.
- Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database.
- Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end.
Accountability: Practice Management
- Ensure that staff members (Adviser Assistants) have a clear understanding of their roles and responsibilities within the adviser practice.
- Arrange for staff members to receive the relevant training (Absa programs for the Interns) e.g., systems training, product training and operational training.
- Provide coaching and mentoring to assistant(s) with regards to facilitate knowledge and skills development.
- Participate performance development (PD) discussions as required by the Absa performance management standards.
- Take the necessary corrective actions in cases of underperformance in consultation with the Regional Manager. Implement controls with regards to compliant record keeping in accordance with minimum Absa business standards (i.e. FAIS, FICA, FSB and)
- Liaise with Provincial Operations Office) with regards to maintenance of systems and equipment and provision of other services
- Complete all the required compliance exams in the specified timeframes (e.g. Anti-Money Laundering, Sanctions, BCM, Basic Financial Crime Concepts).
- Remain fit and proper as required for FAIS flagged roles.
- Provide monthly feedback to the branch, and Business Bank, regarding non-interest income (seat costs) and cross-selling opportunities
- Segment the client base according to profile, income potential and commission income.
- Engage with business development strategies with the support of the Regional Manager and our practice management subject matter experts to maximise the sustainability of the adviser practice.
Accountability: Personal Development
- Attend all the required training to attain accreditation to market Absa approved products.
- Attend all the requisite internal training (i.e FAIS-related programs/courses).
- Attain the required FAIS credits in order to attain Fit and Proper status
- Ensure that Fit and Proper status is maintained (honesty, integrity, financial solvency)
End Date: September 17, 2025
go to method of application »
Job Summary
- To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations
- To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. On client acceptance of all or part of the advice, the adviser is required to implement the accepted advice through Absa’s new business processes.
- The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions. In these reviews, new needs may be addressed and changes to existing plans be proposed to ensure continued solutioning of client needs.
- Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license.
Job Description
Key Accountabilities:
Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff)
- Participate in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new or repeat business, and fully utilising Absa’s bancassurance structure.
- Assess client’s needs through use of recommended needs analysis tools, ensuring that the client is aware of the full value proposition offered by AIFA.
- Prepare recommendation and quote for appropriate risk and investment solutions based on the client’s individual needs and profile.
- Present recommendation to clients, ensuring that all FAIS regulations are followed regarding advice given.
- Follow all the steps in the designated client engagement process as specified by Absa Advisers.
- Provide regular feedback to the Regional Manager on actions taken to progress the lead to business.
- Network, on an ongoing basis, with all stakeholders in Everyday Banking (PGM’s and Regional Managers) and elsewhere by attending their meetings and social gatherings to position the Absa Advisers' value proposition to the Bank and to the clients
Accountability: Meet sales and/or growth targets
- Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive.
- Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs.
- Make exclusive use of Absa’s Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client.
- Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to
- get a comprehensive view of the client's financial needs.
- Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs.
- Generate and discuss a formal recommendation including product quote(s) for the client.
- On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s).
- Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA).
- Submit the proposal forms to the relevant product providers for processing.
- Ensure that the issued policy aligns to the recommended product.
- Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship.
- Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable.
- Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM’s.
Accountability: Manage own commission earnings
- Capture the correct Policy Relevant Information (PRI) number on the Commission system.
- On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department.
- Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database.
- Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end.
Accountability: Practice Management
- Ensure that staff members (Adviser Assistants) have a clear understanding of their roles and responsibilities within the adviser practice.
- Arrange for staff members to receive the relevant training (Absa programs for the Interns) e.g., systems training, product training and operational training.
- Provide coaching and mentoring to assistant(s) with regards to facilitate knowledge and skills development.
- Participate performance development (PD) discussions as required by the Absa performance management standards.
- Take the necessary corrective actions in cases of underperformance in consultation with the Regional Manager. Implement controls with regards to compliant record keeping in accordance with minimum Absa business standards (i.e. FAIS, FICA, FSB and)
- Liaise with Provincial Operations Office) with regards to maintenance of systems and equipment and provision of other services
- Complete all the required compliance exams in the specified timeframes (e.g. Anti-Money Laundering, Sanctions, BCM, Basic Financial Crime Concepts).
- Remain fit and proper as required for FAIS flagged roles.
- Provide monthly feedback to the branch, and Business Bank, regarding non-interest income (seat costs) and cross-selling opportunities
- Segment the client base according to profile, income potential and commission income.
- Engage with business development strategies with the support of the Regional Manager and our practice management subject matter experts to maximise the sustainability of the adviser practice.
Accountability: Personal Development
- Attend all the required training to attain accreditation to market Absa approved products.
- Attend all the requisite internal training (i.e FAIS-related programs/courses).
- Attain the required FAIS credits in order to attain Fit and Proper status
- Ensure that Fit and Proper status is maintained (honesty, integrity, financial solvency)
End Date: September 30, 2025
go to method of application »
Job Summary
- To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations
- To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. On client acceptance of all or part of the advice, the adviser is required to implement the accepted advice through Absa’s new business processes.
- The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions. In these reviews, new needs may be addressed and changes to existing plans be proposed to ensure continued solutioning of client needs.
- Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license.
Job Description
Key Accountabilities:
Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff)
- Participate in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new or repeat business, and fully utilising Absa’s bancassurance structure.
- Assess client’s needs through use of recommended needs analysis tools, ensuring that the client is aware of the full value proposition offered by AIFA.
- Prepare recommendation and quote for appropriate risk and investment solutions based on the client’s individual needs and profile.
- Present recommendation to clients, ensuring that all FAIS regulations are followed regarding advice given.
- Follow all the steps in the designated client engagement process as specified by Absa Advisers.
- Provide regular feedback to the Regional Manager on actions taken to progress the lead to business.
- Network, on an ongoing basis, with all stakeholders in Everyday Banking (PGM’s and Regional Managers) and elsewhere by attending their meetings and social gatherings to position the Absa Advisers' value proposition to the Bank and to the clients
Accountability: Meet sales and/or growth targets
- Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive.
- Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs.
- Make exclusive use of Absa’s Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client.
- Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to
- get a comprehensive view of the client's financial needs.
- Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs.
- Generate and discuss a formal recommendation including product quote(s) for the client.
- On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s).
- Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA).
- Submit the proposal forms to the relevant product providers for processing.
- Ensure that the issued policy aligns to the recommended product.
- Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship.
- Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable.
- Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM’s.
Accountability: Manage own commission earnings
- Capture the correct Policy Relevant Information (PRI) number on the Commission system.
- On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department.
- Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database.
- Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end.
Accountability: Practice Management
- Ensure that staff members (Adviser Assistants) have a clear understanding of their roles and responsibilities within the adviser practice.
- Arrange for staff members to receive the relevant training (Absa programs for the Interns) e.g., systems training, product training and operational training.
- Provide coaching and mentoring to assistant(s) with regards to facilitate knowledge and skills development.
- Participate performance development (PD) discussions as required by the Absa performance management standards.
- Take the necessary corrective actions in cases of underperformance in consultation with the Regional Manager. Implement controls with regards to compliant record keeping in accordance with minimum Absa business standards (i.e. FAIS, FICA, FSB and)
- Liaise with Provincial Operations Office) with regards to maintenance of systems and equipment and provision of other services
- Complete all the required compliance exams in the specified timeframes (e.g. Anti-Money Laundering, Sanctions, BCM, Basic Financial Crime Concepts).
- Remain fit and proper as required for FAIS flagged roles.
- Provide monthly feedback to the branch, and Business Bank, regarding non-interest income (seat costs) and cross-selling opportunities
- Segment the client base according to profile, income potential and commission income.
- Engage with business development strategies with the support of the Regional Manager and our practice management subject matter experts to maximise the sustainability of the adviser practice.
Accountability: Personal Development
- Attend all the required training to attain accreditation to market Absa approved products.
- Attend all the requisite internal training (i.e FAIS-related programs/courses).
- Attain the required FAIS credits in order to attain Fit and Proper status
- Ensure that Fit and Proper status is maintained (honesty, integrity, financial solvency)
End Date: September 30, 2025
go to method of application »
Job Summary
- To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations
- To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. On client acceptance of all or part of the advice, the adviser is required to implement the accepted advice through Absa’s new business processes.
- The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions. In these reviews, new needs may be addressed and changes to existing plans be proposed to ensure continued solutioning of client needs.
- Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license.
Job Description
Key Accountabilities:
Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff)
- Participate in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new or repeat business, and fully utilising Absa’s bancassurance structure.
- Assess client’s needs through use of recommended needs analysis tools, ensuring that the client is aware of the full value proposition offered by AIFA.
- Prepare recommendation and quote for appropriate risk and investment solutions based on the client’s individual needs and profile.
- Present recommendation to clients, ensuring that all FAIS regulations are followed regarding advice given.
- Follow all the steps in the designated client engagement process as specified by Absa Advisers.
- Provide regular feedback to the Regional Manager on actions taken to progress the lead to business.
- Network, on an ongoing basis, with all stakeholders in Everyday Banking (PGM’s and Regional Managers) and elsewhere by attending their meetings and social gatherings to position the Absa Advisers' value proposition to the Bank and to the clients
Accountability: Meet sales and/or growth targets
- Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive.
- Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs.
- Make exclusive use of Absa’s Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client.
- Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to
- get a comprehensive view of the client's financial needs.
- Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs.
- Generate and discuss a formal recommendation including product quote(s) for the client.
- On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s).
- Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA).
- Submit the proposal forms to the relevant product providers for processing.
- Ensure that the issued policy aligns to the recommended product.
- Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship.
- Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable.
- Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM’s.
Accountability: Manage own commission earnings
- Capture the correct Policy Relevant Information (PRI) number on the Commission system.
- On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department.
- Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database.
- Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end.
Accountability: Practice Management
- Ensure that staff members (Adviser Assistants) have a clear understanding of their roles and responsibilities within the adviser practice.
- Arrange for staff members to receive the relevant training (Absa programs for the Interns) e.g., systems training, product training and operational training.
- Provide coaching and mentoring to assistant(s) with regards to facilitate knowledge and skills development.
- Participate performance development (PD) discussions as required by the Absa performance management standards.
- Take the necessary corrective actions in cases of underperformance in consultation with the Regional Manager. Implement controls with regards to compliant record keeping in accordance with minimum Absa business standards (i.e. FAIS, FICA, FSB and)
- Liaise with Provincial Operations Office) with regards to maintenance of systems and equipment and provision of other services
- Complete all the required compliance exams in the specified timeframes (e.g. Anti-Money Laundering, Sanctions, BCM, Basic Financial Crime Concepts).
- Remain fit and proper as required for FAIS flagged roles.
- Provide monthly feedback to the branch, and Business Bank, regarding non-interest income (seat costs) and cross-selling opportunities
- Segment the client base according to profile, income potential and commission income.
- Engage with business development strategies with the support of the Regional Manager and our practice management subject matter experts to maximise the sustainability of the adviser practice.
Accountability: Personal Development
- Attend all the required training to attain accreditation to market Absa approved products.
- Attend all the requisite internal training (i.e FAIS-related programs/courses).
- Attain the required FAIS credits in order to attain Fit and Proper status
- Ensure that Fit and Proper status is maintained (honesty, integrity, financial solvency)
End Date: September 30, 2025
go to method of application »
Job Summary
- To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations
- To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. On client acceptance of all or part of the advice, the adviser is required to implement the accepted advice through Absa’s new business processes.
- The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions. In these reviews, new needs may be addressed and changes to existing plans be proposed to ensure continued solutioning of client needs.
- Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license.
Job Description
Key Accountabilities:
Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff)
- Participate in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new or repeat business, and fully utilising Absa’s bancassurance structure.
- Assess client’s needs through use of recommended needs analysis tools, ensuring that the client is aware of the full value proposition offered by AIFA.
- Prepare recommendation and quote for appropriate risk and investment solutions based on the client’s individual needs and profile.
- Present recommendation to clients, ensuring that all FAIS regulations are followed regarding advice given.
- Follow all the steps in the designated client engagement process as specified by Absa Advisers.
- Provide regular feedback to the Regional Manager on actions taken to progress the lead to business.
- Network, on an ongoing basis, with all stakeholders in Everyday Banking (PGM’s and Regional Managers) and elsewhere by attending their meetings and social gatherings to position the Absa Advisers' value proposition to the Bank and to the clients
Accountability: Meet sales and/or growth targets
- Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive.
- Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs.
- Make exclusive use of Absa’s Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client.
- Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to
- get a comprehensive view of the client's financial needs.
- Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs.
- Generate and discuss a formal recommendation including product quote(s) for the client.
- On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s).
- Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA).
- Submit the proposal forms to the relevant product providers for processing.
- Ensure that the issued policy aligns to the recommended product.
- Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship.
- Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable.
- Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM’s.
Accountability: Manage own commission earnings
- Capture the correct Policy Relevant Information (PRI) number on the Commission system.
- On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department.
- Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database.
- Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end.
Accountability: Practice Management
- Ensure that staff members (Adviser Assistants) have a clear understanding of their roles and responsibilities within the adviser practice.
- Arrange for staff members to receive the relevant training (Absa programs for the Interns) e.g., systems training, product training and operational training.
- Provide coaching and mentoring to assistant(s) with regards to facilitate knowledge and skills development.
- Participate performance development (PD) discussions as required by the Absa performance management standards.
- Take the necessary corrective actions in cases of underperformance in consultation with the Regional Manager. Implement controls with regards to compliant record keeping in accordance with minimum Absa business standards (i.e. FAIS, FICA, FSB and)
- Liaise with Provincial Operations Office) with regards to maintenance of systems and equipment and provision of other services
- Complete all the required compliance exams in the specified timeframes (e.g. Anti-Money Laundering, Sanctions, BCM, Basic Financial Crime Concepts).
- Remain fit and proper as required for FAIS flagged roles.
- Provide monthly feedback to the branch, and Business Bank, regarding non-interest income (seat costs) and cross-selling opportunities
- Segment the client base according to profile, income potential and commission income.
- Engage with business development strategies with the support of the Regional Manager and our practice management subject matter experts to maximise the sustainability of the adviser practice.
Accountability: Personal Development
- Attend all the required training to attain accreditation to market Absa approved products.
- Attend all the requisite internal training (i.e FAIS-related programs/courses).
- Attain the required FAIS credits in order to attain Fit and Proper status
- Ensure that Fit and Proper status is maintained (honesty, integrity, financial solvency)
End Date: September 30, 2025
go to method of application »
Job Summary
- To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations
- To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. On client acceptance of all or part of the advice, the adviser is required to implement the accepted advice through Absa’s new business processes.
- The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions. In these reviews, new needs may be addressed and changes to existing plans be proposed to ensure continued solutioning of client needs.
- Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license.
Job Description
Key Accountabilities:
Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff)
- Participate in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new or repeat business, and fully utilising Absa’s bancassurance structure.
- Assess client’s needs through use of recommended needs analysis tools, ensuring that the client is aware of the full value proposition offered by AIFA.
- Prepare recommendation and quote for appropriate risk and investment solutions based on the client’s individual needs and profile.
- Present recommendation to clients, ensuring that all FAIS regulations are followed regarding advice given.
- Follow all the steps in the designated client engagement process as specified by Absa Advisers.
- Provide regular feedback to the Regional Manager on actions taken to progress the lead to business.
- Network, on an ongoing basis, with all stakeholders in Everyday Banking (PGM’s and Regional Managers) and elsewhere by attending their meetings and social gatherings to position the Absa Advisers' value proposition to the Bank and to the clients
Accountability: Meet sales and/or growth targets
- Do activity planning by identifying the clients to be approached/contacted during a particular period in conjunction with Everyday Advice Executive.
- Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client's financial needs.
- Make exclusive use of Absa’s Financial Needs Analysis tool (Avalon from Aug 2024 onwards) to conduct a comprehensive Financial Needs Analysis for the client.
- Obtain the client's consent to access his/her existing policy information by getting him/her to sign the relevant documents to
- get a comprehensive view of the client's financial needs.
- Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs.
- Generate and discuss a formal recommendation including product quote(s) for the client.
- On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his/her consent to engage in a transaction(s).
- Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA).
- Submit the proposal forms to the relevant product providers for processing.
- Ensure that the issued policy aligns to the recommended product.
- Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship.
- Provide a report back to the Regional Manager and Everyday Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable.
- Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM’s.
Accountability: Manage own commission earnings
- Capture the correct Policy Relevant Information (PRI) number on the Commission system.
- On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department.
- Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database.
- Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end.
Accountability: Practice Management
- Ensure that staff members (Adviser Assistants) have a clear understanding of their roles and responsibilities within the adviser practice.
- Arrange for staff members to receive the relevant training (Absa programs for the Interns) e.g., systems training, product training and operational training.
- Provide coaching and mentoring to assistant(s) with regards to facilitate knowledge and skills development.
- Participate performance development (PD) discussions as required by the Absa performance management standards.
- Take the necessary corrective actions in cases of underperformance in consultation with the Regional Manager. Implement controls with regards to compliant record keeping in accordance with minimum Absa business standards (i.e. FAIS, FICA, FSB and)
- Liaise with Provincial Operations Office) with regards to maintenance of systems and equipment and provision of other services
- Complete all the required compliance exams in the specified timeframes (e.g. Anti-Money Laundering, Sanctions, BCM, Basic Financial Crime Concepts).
- Remain fit and proper as required for FAIS flagged roles.
- Provide monthly feedback to the branch, and Business Bank, regarding non-interest income (seat costs) and cross-selling opportunities
- Segment the client base according to profile, income potential and commission income.
- Engage with business development strategies with the support of the Regional Manager and our practice management subject matter experts to maximise the sustainability of the adviser practice.
Accountability: Personal Development
- Attend all the required training to attain accreditation to market Absa approved products.
- Attend all the requisite internal training (i.e FAIS-related programs/courses).
- Attain the required FAIS credits in order to attain Fit and Proper status
- Ensure that Fit and Proper status is maintained (honesty, integrity, financial solvency)
End Date: September 14, 2025
go to method of application »
Job Summary
- Work as part of an integrated (run & build) tribe in highly complex environments to provide enterprise-wide Linux OS support across multiple stakeholder groups by managing, maintaining, and supporting Red Hat Enterprise Linux (RHEL) environments, ensuring optimal system performance, security, and reliability.
- Work closely with other IT teams to develop, implement, and troubleshoot solutions in a fast-paced, complex environment.
Job Description
Key Responsibilities
- Installation & Configuration: Install, configure, and maintain Red Hat Enterprise Linux (RHEL) servers in both a physical or virtualized environment.
- System Management: Perform routine system monitoring, administration, and patching of RHEL systems.
- Performance Tuning: Optimize and troubleshoot system performance, addressing bottlenecks and ensuring high availability.
- Security Management: Implement and maintain security policies, including firewalls, SELinux, and user access control, ensuring system integrity.
- Scripting & Automation: Develop and maintain scripts (e.g., Bash, Python) for automating system tasks and routine maintenance.
- Backup & Recovery: Implement and manage backup, disaster recovery, and data replication solutions.
- System Upgrades: Plan and execute system upgrades, ensuring minimal downtime.
- Monitoring, Reporting @ Alerting: Set up monitoring tools (Grafana, Zabbix, etc.) with alerting (UIM / OpsGenie) and generate performance reports to ensure system health.
- Support & Troubleshooting: Provide Tier 2/3 support for system issues, working with internal teams to resolve complex technical problems.
- Documentation: Maintain detailed system documentation and procedures for all Red Hat systems and associated processes.
Application Monitoring & Performance Management
- Monitor application modification requests and ensure best practices are being utilised
- Conduct diagnostic investigations of program errors, and implement or recommend solutions or methodologies for resolution.
- Maintain metrics of operational performance and evaluate trends
- Analyse business systems to determine effectiveness, identify inadequacies, inefficiencies and problems and recommend solutions
Governance, Risk & Control
- Enhance methods and procedures for collecting, analysing, and documenting application issues, and completing user change requests.
- Enhance IT processes for transitioning completed configurations from development to production.
- Plan and coordinate the processes for the provision of user applications and systems necessary for business operations.
- Define and maintain application assessment, development, and support standards, and work with other IT and business stakeholders to establish configuration and use guidelines.
- Provide inputs to availability and capacity management process for effective planning.
Skills and Experience Required
- System Administration: Expertise in installing, configuring, and maintaining Linux-based operating systems, including user management, file system management, and software package management.
- Networking: Strong understanding of network protocols (TCP/IP, DNS, DHCP, etc.), configuring network interfaces, managing firewall rules, and troubleshooting network-related issues on Linux systems.
- Scripting and Automation: Proficiency in scripting languages like Bash, Python, or Perl to automate routine tasks, manage system configurations, and streamline operations.
- Security Management: Knowledge of Linux security best practices, including implementing firewalls, managing access controls, performing system hardening, and regularly applying security patches.
- Troubleshooting and Performance Tuning: Ability to diagnose and resolve system performance issues, log analysis, and optimize Linux systems for better performance and stability.
- Linux Red Hat Certification Red Hat Certified System Administrator (RHCSA) or Red Hat Certified Engineer (RHCE) certification
- Experience with cloud platforms (AWS, Azure, or OpenStack).
- Knowledge of containerization (Docker, Kubernetes) is a plus.
- Experience with DevOps tools like Jenkins, Git, and CI/CD pipelines.
- Strong communication skills and ability to work in a team-oriented environment.
- Ability to manage multiple tasks efficiently and prioritize according to business needs.
- Proactive approach to learning new technologies and solving issues.
- Attention to detail with a focus on system reliability and uptime.
Education
- Bachelor's Degree: Information Technology
End Date: September 18, 2025
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Job Summary
- As a Senior Process Engineer in the Absa Design office, you will support Absa businesses and critical projects by creating new, world-class, innovative process designs to improve customer experience, process efficiency, and process excellence.
- You will provide expert advice and guidance to senior business stakeholders, and create high-quality process design methodologies, tools, and practices to increase the overall process design.
- An ideal Senior Process Engineer is a recognized expert in process design and process excellence and is able to provide consistently rigorous and creative process solutions to tough problems.
- She/he has a track record of aligning design decisions to business strategy/objectives and providing insights and direction to the business at the most senior levels.
- She/he has a passion for problem-solving and can turn data into actionable insights.
- Senior Process Engineer is an experienced coach and mentor, being able to develop process design skills and capabilities across the entire design team.
Job Description
Create process designs for critical processes across the bank
- Create high quality and innovative process designs across a business area or channel to improve customer experience, process efficiency, and process excellence in order to deliver against defined business objectives
- Provide thought leadership to multiple simultaneous projects across Absa, delivering on the highest quality, creative, and innovative design solutions to highly complex problems
- Deliver both continuous and step-change improvements in process efficiencies and process rigor that both improve the quality of delivery and reduce cost
- Conduct a thorough investigation and analysis to produce a qualified and quantified view of customer value, pain points, and priorities in relation to business strategy, and translate that into technical, business, and architecture requirements that account for risk and compliance needs and technical limitations
- Scope, prioritize and execute high-quality process design work, ensuring data-driven approach, focus on the highest impact work, timely delivery of agreed outcomes (quality, cost, service levels), and high design quality
- Collaborate with business and channels to ideate, conceptualize, develop, test, evaluate and evolve new process designs
- Ensure that end to end business impact of process design is measured, well understood, and articulated. Document and distribute project outputs in such a way that input requirements for downstream business-, delivery- and embedment partners are met e.g. Operations, Product teams, Technology
- Meet and manage stakeholder expectations with regard to timelines and expected project outcomes. Pro-actively identify failure modes and constraints and provide stakeholder community with visibility and proposed mitigation plans
- Stay involved with the BU and projects post-implementation. Track and report success against the upfront agreed project outcomes
Provide expert advice and solutions to influence and implement the business strategy
- Support business in the implementation of the long-term product and customer strategy. Develop and refine good design practices within the business area or channel to enable consistent design quality.
- Act as a senior thought partner to business and design leadership in customer experience and design innovation, driving continuous and step-change improvements across the businesses
- Provide insights and advice based on deep expertise in design methodologies (e.g., lean, six Sigma), understanding of new and advanced technologies and global best practice
- Combine the understanding of the business strategic intent and customer/process insights into tangible process recommendations and vision, with large value-add to the business
- Promote the re-usability of designs and end-to-end value chain ownership rather than silo thinking and behaviors, i.e. by managers so that designs can be shared
- Stay abreast of industry trends and role players and ensure that Absa is well-positioned to provide competitive and industry leading Design
- Contribute to the wider process design community within Absa
- Take an active role in the development of process design capability and community in Absa
- Provide ongoing training, mentoring, and coaching to process designers at all levels in the team, accelerating their design skill and capability development
- Drive the creation and continuous improvement of the team’s design approach and problem-solving from initial analysis to final process implementation. Significantly contribute to the training curriculum, tools, and processes to ensure adoption across all
- teams
- Actively contribute the overall knowledge management, providing insights and direction; and by bringing people together to share knowledge
- Promote Process excellence across Absa by training and upskilling people with different functional skills and levels; provide tools, processes, and strategies to support the adoption
Additional Job Description
- Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management
Required skills
- Influencing Others
- Strategic Thinking
- Analytical Thinking
- Design Delivery
- Process Efficiencies
- Thought Leadership
- Creative and innovative thinking
- Process Innovation
- Business Acumen
- Highly Result Oriented
- Yes Solutions Design
- Customer Focus
- Agile/Entrepreneurial thinking
- Teamwork and collaboration
Education
Education
- Bachelor`s Degrees and Advanced Diplomas: Physical, Mathematical, Computer and Life Sciences (Required)
End Date: September 25, 2025
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Job Summary
- To provide advice and support in the implementation/development of operational planning and associated service delivery processes, methods and techniques.
Job Description
- FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service): FSCA-Approved Qualification Regulatory Exam for Representatives (RE5) Experience As Per the FAIS Act Product Specific Training once Onboarded Class Of Business Training Continuous Professional Development Attest To Honesty, Integrity, and Good Standing
Education
- Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)
End Date: September 19, 2025
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Job Summary
- As a member of the Corporate (Inland) Credit Risk team, the role involves managing a portfolio of clients by conducting high-quality credit risk assessments and reviews. This includes analyzing financial, industry, and economic information to deliver commercially viable recommendations that support sound decision-making.
- The role is accountable for the entire credit lifecycle, from granting credit facilities and ensuring proper implementation on systems, to ongoing monitoring and post-implementation reviews.
- Key responsibilities also include preparing and presenting credit applications to relevant risk committees and facilitating the credit sanctioning process to ensure responsible risk decisions.
- The position requires independently building and managing relationships with key business stakeholders to support the organization’s strategic goals. There is a strong focus on maintaining effective portfolio management through regular reviews and delivering timely, efficient risk solutions to clients.
Job Description
Accountability: Credit Risk Management:
- To take ownership and control of credit risk related work on a defined portfolio of Corporate (Inland) clients against which Absa Group Ltd has credit facilities.
- The candidate is to carry out comprehensive and quality credit risk functions. Functions cut across the credit lifecycle (i.e. granting, implementing, managing and restructuring).
- Representing Credit to Senior Management in various committees, presenting analysis of the aggregate portfolio risk and composition.
- Actively partake and provide input into deal forums ensuring that credit risk associated with new and future business opportunities is pro-actively highlighted and managed.
- Manage exposures including accurate maintenance of the data on relevant risk systems.
- Create presentations and technical documents designed to articulate key risks to various forums and credit committees.
- Monitor adherence of covenants and conditions on a continuous basis and identify any deviations and possible concerns.
- Obtain a strong understanding of Absa CIB products and the risks associated.
- Create and maintain an accurate due diligence record of the client portfolio, detailing what facilities they have and the associated terms and conditions.
- Manage and communicate the risks associated with outstanding securities.
- Understand and manage the required inputs into the bank’s models ensuring validity and accuracy.
- Monitor the client’s business performance and identify relevant risks to ensure early identification of change in the client’s business or operating environment and watchlist accordingly.
- Proactively utilize the systems and tools available for Credit Risk and partake in the ongoing development and feedback of these systems to deliver and enhanced automated credit function.
- Manage all administrative and operational aspects of the relevant portfolio of clients ensuring completeness, accuracy and validity of data.
- Build and manage relationships with key relevant business partners.
- Maintain and manage the relevant portfolio within the defined appetite levels.
Accountability: Governance
- Ensure that the Bank’s credit policies and philosophy are complied with.
- Ensure understanding and adherence to relevant Legal requirements relevant to the Credit Lifecycle and specific industry.
- Complete the necessary training requirements and Compliance processes in a timely manner.
Accountability: Team
- Support in creating a high-performance culture of individuals who are engaged.
- Contribute fully, including suggestions for ways of improving risk delivery and management through ongoing projects.
- Portraying the right values and behaviors in the achievement of the Risk Strategy.
- Contribute to ongoing projects to improve risk delivery.
- Develop relationships with colleagues and create a sense of engagement.
- Communicate concerns or challenges faced in a constructive and positive manner.
- Develop and maintain contacts with Specialists in other areas of the Group.
- Embrace and adapt to the diversity and change within the current Banking environment.
- Demonstrate the willingness and ability to perform to the very best levels to ensure personal alignment to the Credit Risk Strategy.
Accountability: Clients
- Represent Credit Risk in meetings with external clients.
- Attend client presentations, including financial result presentations and other related events.
- Develop and maintain indirect relationships at CFO and Treasurer level in client organisations.
- Acquire broad industry / sector knowledge based on frequent engagements with clients and industry publications.
Education and Experience Required
- B-degree in Business or Commerce (or similar)
- Relevant postgraduate qualification such as CA(SA) / CFA preferable with 5 - 7 years’ experience within a credit risk environment or relevant sector experience (Corporate / Mid-Corporate segment).
Education
- Bachelor Honours Degree: Business, Commerce and Management Studies (Required)
End Date: September 17, 2025
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Job Summary
- To provide specialist advise & support in the collection & analysis of investment information that enables decision making & provide a sound basis for recommendation formulation, through the execution of predefined objectives as per agreed SOPs.
Job Description
- Business Support: Assist team members with preparation, proposals and execution of opportunities in the respective product area.
- Conduct analysis on the specific product area to provide insight to team members
- Compliance and Risk Management: Fulfil all activities in adherence to relevant control processes and quality standards
- Administrative and operations support: Provide administrative and operations support and advice against standard operating procedures
Education
- Higher Diplomas: Business, Commerce and Management Studies (Required)
End Date: September 16, 2025
Method of Application
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