Adviser Aifa: Everyday Banking (fais)

Absa Bank Limited

Malelane, South Africa
Fais licensed financial adviser
Conduct financial needs analysis
Absa approved product(s)
To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser

Job Summary

  • To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser.
  • 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.
  • Ensure that Fit and Proper status is maintained (honesty, integrity, financial solvency).

Matching Summary

To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser.

Skills & Requirements

Must-have

  • FAIS licensed financial adviser
  • conduct Financial Needs Analysis
  • Absa approved product(s)
  • implement accepted advice
  • conduct regularly review
  • maintain professional relationship

Nice-to-have

  • empowering Africa's tomorrow
  • proudly African group
  • network with stakeholders
  • grow the book of business

Key Requirements

  • FAIS licensed
  • Fit and Proper status
  • Absa advice license accreditation
  • Complete compliance exams
  • Attend requisite internal training

Work Rights

Not specified

Tailored Resume

Cover Letter