Adviser Aifa: Everyday Banking (fais)

Absa Group

Not specified; not specified; not specified
Fais licensed financial adviser status
Conduct financial needs analysis (fna)
Present investment and insurance recommendations
The role involves empowering Africa's future by executing the six steps of financial planning as a FAIS licensed adviser

Job Summary

  • The role involves empowering Africa's future by executing the six steps of financial planning as a FAIS licensed adviser.
  • Advisers must conduct comprehensive Financial Needs Analyses using Absa's tools to recommend suitable investment and insurance solutions.
  • Success requires maintaining strict Fit and Proper status while managing client relationships and meeting sales growth targets.

Matching Summary

The role involves empowering Africa's future by executing the six steps of financial planning as a FAIS licensed adviser.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • FAIS licensed financial adviser status
  • Conduct Financial Needs Analysis (FNA)
  • Present investment and insurance recommendations
  • Maintain Fit and Proper status
  • Execute six steps of financial planning
  • Utilize Avalon needs analysis tool

Nice-to-have

  • Strong networking with bank stakeholders
  • Experience in reciprocal leads activities
  • Ability to mentor adviser assistants
  • Proactive business development skills
  • Commitment to ongoing client reviews

Key Requirements

  • FAIS license accreditation required
  • Fit and Proper status maintenance
  • Completion of mandatory compliance exams
  • Internal training on Absa products

Work Rights

Not specified

Tailored Resume

Cover Letter