Financial Adviser Aifa: Relationship Banking (fais)

Absa Group

Mthatha, South Africa
Financial planning and advice
Long-term insurance and investment
Fais licensed financial adviser
Empowering Africa’s tomorrow, together…one story at a time, offering a career with the opportunity to be part of an exciting growth journey

Job Summary

  • Empowering Africa’s tomorrow, together…one story at a time, offering a career with the opportunity to be part of an exciting growth journey.
  • The role involves executing the six steps of financial planning, conducting Financial Needs Analysis, and making recommendations for Investment, Life Insurance, and Estate planning.
  • Accountabilities include meeting sales targets, managing client relationships, ensuring compliance with FAIS regulations, and continuous personal development.

Matching Summary

Empowering Africa’s tomorrow, together…one story at a time, offering a career with the opportunity to be part of an exciting growth journey.

Skills & Requirements

Must-have

  • Financial Planning and Advice
  • Long-term Insurance and Investment
  • FAIS licensed financial adviser
  • Client Needs Analysis
  • Product Implementation and Review
  • Sales and Growth Targets

Nice-to-have

  • Professional relationship building
  • Reciprocal lead activities
  • Networking with stakeholders
  • Personal Development and Training

Key Requirements

  • 3-5 years Financial Planning / Advice experience
  • Minimum NQF 5 FSB approved qualification
  • RE 5 Certification
  • CFP advantageous
  • Fit and proper for typical license categories

Work Rights

Not specified

Tailored Resume

Cover Letter