Financial Adviser Aifa: Relationship Banking (fais)

Absa Bank Limited

Worcester, South Africa
Not specified
Fais licensed financial adviser
Financial needs analysis (fna)
Absa approved products knowledge
Absa Bank Limited is seeking a FAIS licensed Financial Adviser to join their team in Worcester, South Africa. The role involves executing financial planning processes, conducting Financial Needs Analysis, and providing tailored financial solutions to clients while maintaining professional relationships within the organization

Job Summary

  • The role involves executing the six steps of financial planning to provide tailored investment, life insurance, and estate planning solutions.
  • Advisers must maintain Fit and Proper status under FAIS regulations while managing a book of business through regular client reviews.
  • Success requires meeting sales targets by utilizing Absa's bancassurance structure and reciprocal lead activities with bank personnel.

Matching Summary

Match Score: 85

Absa Bank Limited is seeking a FAIS licensed Financial Adviser to join their team in Worcester, South Africa. The role involves executing financial planning processes, conducting Financial Needs Analysis, and providing tailored financial solutions to clients while maintaining professional relationships within the organization.

Skills & Requirements

Must-have

  • FAIS licensed financial adviser
  • Financial Needs Analysis (FNA)
  • Absa approved products knowledge
  • Client relationship management
  • Sales pipeline development

Nice-to-have

  • Strong networking skills
  • Coaching and mentoring abilities
  • Proactive business development
  • Excellent communication skills

Key Requirements

  • FAIS license accreditation
  • FETC in Business, Commerce and Management Studies
  • Fit and Proper status maintenance
  • Compliance with FICA and FAIS regulations

Work Rights

Not specified

Tailored Resume

Cover Letter