Financial Adviser Aifa: Everyday Banking Stlt (fais)

Absa Bank Limited

2-3 years financial planning experience
Fsb approved qualification with 120 fais credits
Re 5 certification for long-term insurance
The role empowers Africa's future by providing long-term insurance and investment advice within a bank with over 100 years of history

Job Summary

  • The role empowers Africa's future by providing long-term insurance and investment advice within a bank with over 100 years of history.
  • Advisers are accountable for meeting sales targets, conducting comprehensive financial needs analyses, and managing client portfolios annually.
  • The position requires maintaining strict compliance with FAIS regulations while building a professional relationship with clients and bank personnel.

Matching Summary

The role empowers Africa's future by providing long-term insurance and investment advice within a bank with over 100 years of history.

Skills & Requirements

Must-have

  • 2-3 years financial planning experience
  • FSB approved qualification with 120 FAIS Credits
  • RE 5 Certification for long-term insurance
  • Fit and proper status for license categories
  • Proficiency in Absa Financial Needs Analysis tool
  • Ability to identify life risk and provide advice

Nice-to-have

  • Strong networking skills with bank stakeholders
  • Experience in reciprocal leads activities
  • Commitment to sustainable broker practice growth
  • Coaching and mentoring capabilities for assistants

Key Requirements

  • Minimum 2-3 years in Long-term Insurance and Investment
  • NQF 5 FSB approved qualification (120 FAIS Credits)
  • RE 5 Certification
  • Fit and proper status
  • Further Education and Training Certificate (FETC) in Business, Commerce and Management Studies

Work Rights

Not specified

Tailored Resume

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