ABSA is seeking a Financial Adviser to provide tailored financial advice to clients, including investment, life insurance, and estate planning services. The role involves establishing and maintaining professional relationships, conducting financial needs analyses, and ensuring compliance with regulatory standards
Job Summary
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.
Address client needs by recommending Absa approved products and implementing accepted advice through Absa’s new business processes.
Conduct regular reviews of client needs to assess continued suitability of implemented solutions and ensure ongoing Fit and Proper status.
Matching Summary
Match Score: 85
ABSA is seeking a Financial Adviser to provide tailored financial advice to clients, including investment, life insurance, and estate planning services. The role involves establishing and maintaining professional relationships, conducting financial needs analyses, and ensuring compliance with regulatory standards.