Financial Adviser Aifa: Everyday Banking (fais)

ABSA

Goodwood, South Africa
**
Financial planning and advice
Long-term insurance and investment
Fais licensed financial adviser
** ABSA is seeking a Financial Adviser with expertise in financial planning and long-term insurance to join their team in Goodwood, South Africa. The ideal candidate should possess at least 2-3 years of relevant experience, along with necessary qualifications and certifications, to provide tailored financial advice and services to clients. **

Job Summary

  • Empowering Africa’s tomorrow, together…one story at a time.
  • With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
  • The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions.

Matching Summary

Match Score: 75

** ABSA is seeking a Financial Adviser with expertise in financial planning and long-term insurance to join their team in Goodwood, South Africa. The ideal candidate should possess at least 2-3 years of relevant experience, along with necessary qualifications and certifications, to provide tailored financial advice and services to clients. **

Skills & Requirements

Must-have

  • Financial Planning and Advice
  • Long-term Insurance and Investment
  • FAIS licensed financial adviser
  • Client Needs Analysis
  • Absa approved products

Nice-to-have

  • African group growth journey
  • Professional introduction
  • Client relationship management
  • Sales and growth targets
  • Commission earnings management

Key Requirements

  • 2-3 years Financial Planning / Advice
  • NQF 5 FSB approved qualification (120 FAIS Credits)
  • RE 5 Certification
  • Fit and proper for typical license categories

Work Rights

Not specified

Tailored Resume

Cover Letter