Financial Adviser Aifa Everyday Banking (fais)

Absa Group

Sea Point, South Africa
Fais licensed financial adviser
Financial needs analysis
Absa approved product(s)
Empowering Africa’s tomorrow, together…one story at a time with a career offering the opportunity to be part of this exciting growth journey

Job Summary

  • Empowering Africa’s tomorrow, together…one story at a time with a career offering the opportunity to be part of this exciting growth journey.
  • To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser, conducting Financial Needs Analysis and making recommendations.
  • The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions and ensure ongoing Fit and Proper status.

Matching Summary

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

Skills & Requirements

Must-have

  • FAIS licensed financial adviser
  • Financial Needs Analysis
  • Absa approved product(s)
  • client needs assessment
  • sales and growth targets
  • compliant record keeping

Nice-to-have

  • professional introduction
  • reciprocal leads activities
  • networking with stakeholders
  • coaching and mentoring
  • business development strategies

Key Requirements

  • FAIS licensed
  • Fit and Proper status
  • Absa programs for Interns training
  • FAIS credits

Work Rights

Not specified

Tailored Resume

Cover Letter