Not specified; commission-based earnings structure...
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Fais licensed financial adviser
Conduct financial needs analysis (fna)
Present investment and insurance recommendations
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Absa Bank Limited is seeking a Financial Adviser Aifa to join their team in Kroonstad, South Africa. The role involves conducting financial needs analyses, providing tailored financial advice, and maintaining client relationships while adhering to regulatory standards.
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Job Summary
The role involves empowering clients by executing the six steps of financial planning to address their investment, life insurance, and estate planning needs.
Advisers must maintain ongoing Fit and Proper status and ensure all advice complies with FAIS regulations while using Absa's approved products.
The position requires managing a book of business through regular portfolio reviews, commission tracking, and effective practice management including staff mentoring.
Matching Summary
Match Score: 75
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Absa Bank Limited is seeking a Financial Adviser Aifa to join their team in Kroonstad, South Africa. The role involves conducting financial needs analyses, providing tailored financial advice, and maintaining client relationships while adhering to regulatory standards.
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Salary
Not specified; Commission-based earnings structure mentioned