Adviser Aifa: Everyday Banking (fais)

Absa Bank Limited

Not specified; not specified; not specified
Fais licensed financial adviser
Conduct financial needs analysis
Present advice recommendations
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 approved tools to recommend suitable investment and insurance solutions.
  • Success requires maintaining ongoing 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
  • Conduct Financial Needs Analysis
  • Present advice recommendations
  • Maintain Fit and Proper status
  • Use Avalon FNA tool
  • Execute new business processes

Nice-to-have

  • Strong networking skills
  • Sales pipeline management
  • Client portfolio review experience
  • Team coaching abilities
  • Cross-selling opportunities

Key Requirements

  • FAIS license accreditation
  • Fit and Proper status
  • Absa approved product knowledge
  • Compliance with FAIS regulations
  • Experience with FICA documentation

Work Rights

Not specified

Tailored Resume

Cover Letter