Financial Adviser Aifa Everyday Banking (fais)

Absa Group

Not specified; not specified; not specified
Fais licensed financial adviser
Financial needs analysis (fna)
Absa approved product knowledge
The role involves empowering Africa's future by executing the six steps of financial planning as a FAIS licensed adviser

Job Summary

  • The role involves empowering Africa's future by executing the six steps of financial planning as a FAIS licensed adviser.
  • Advisers must conduct comprehensive Financial Needs Analyses using Absa's Avalon tool to recommend suitable investment and insurance solutions.
  • Success requires maintaining Fit and Proper status while managing client relationships and meeting sales growth targets.

Matching Summary

The role involves empowering Africa's future by executing the six steps of financial planning as a FAIS licensed adviser.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • FAIS licensed financial adviser
  • Financial Needs Analysis (FNA)
  • Absa approved product knowledge
  • Client engagement process execution
  • Annual portfolio review capability

Nice-to-have

  • Reciprocal leads activity participation
  • Strong networking with bank stakeholders
  • Mentoring and coaching staff members
  • Proactive prospecting for new business
  • Excellent communication and presentation skills

Key Requirements

  • FAIS license accreditation
  • Fit and Proper status maintenance
  • Knowledge of FICA and FAIS regulations
  • Experience in financial needs analysis
  • Ability to manage commission earnings

Work Rights

Not specified

Tailored Resume

Cover Letter