Financial Adviser Aifa Everyday Banking (fais)

ABSA

Grahamstown, South Africa
**
Financial planning and advice
Long-term insurance and investment
Client needs analysis
** ABSA is seeking a Financial Adviser for their Everyday Banking sector in Grahamstown, South Africa. The role requires a minimum of 2-3 years of experience in financial planning, specifically in long-term insurance and investments, along with relevant qualifications and certifications. **

Job Summary

  • Follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser, including conducting a Financial Needs Analysis (FNA) in investment, life insurance, and estate planning.
  • Address client needs by making recommendations under accredited license categories using Absa approved products, and implement accepted advice through Absa’s new business processes.
  • Conduct regular reviews of client needs to assess the continued suitability of implemented solutions and propose changes to existing plans to ensure continued solutioning of client needs.

Matching Summary

Match Score: 75

** ABSA is seeking a Financial Adviser for their Everyday Banking sector in Grahamstown, South Africa. The role requires a minimum of 2-3 years of experience in financial planning, specifically in long-term insurance and investments, along with relevant qualifications and certifications. **

Skills & Requirements

Must-have

  • Financial planning and advice
  • Long-term insurance and investment
  • Client needs analysis
  • Product recommendation and implementation
  • Client relationship management
  • Sales and growth targets
  • Commission earnings management

Nice-to-have

  • Professional introduction and client engagement
  • Networking with stakeholders
  • Business development strategies
  • Personal development and training

Key Requirements

  • 2-3 years Financial Planning / Advice
  • NQF 5 FSB approved qualification (120 FAIS Credits)
  • RE 5 Certification
  • Fit and proper for typical license categories

Work Rights

Not specified

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