Financial Adviser Aifa: Relationship Banking (fais)

Absa Group

Not specified; commission-based earnings structure...
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Fais licensed financial adviser
Conduct financial needs analysis (fna)
Present advice recommendations to clients
** Absa Group is seeking a FAIS licensed Financial Adviser for its Relationship Banking division, responsible for conducting financial needs analyses and providing tailored investment and insurance recommendations. The role emphasizes building professional client relationships, meeting sales targets, and ensuring compliance with regulatory standards. **

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 strict Fit and Proper status while meeting sales targets and managing ongoing client relationships through regular reviews.

Matching Summary

Match Score: 75

** Absa Group is seeking a FAIS licensed Financial Adviser for its Relationship Banking division, responsible for conducting financial needs analyses and providing tailored investment and insurance recommendations. The role emphasizes building professional client relationships, meeting sales targets, and ensuring compliance with regulatory standards. **

Salary

Not specified; Commission-based earnings structure mentioned

Skills & Requirements

Must-have

  • FAIS licensed financial adviser
  • Conduct Financial Needs Analysis (FNA)
  • Present advice recommendations to clients
  • Maintain Fit and Proper status
  • Execute six steps of financial planning
  • Use Avalon tool for needs analysis

Nice-to-have

  • Strong networking with bank personnel
  • Experience in reciprocal leads activities
  • Ability to mentor adviser assistants
  • Proactive prospecting for new business
  • Strategic client portfolio review skills

Key Requirements

  • FAIS license accreditation required
  • Bachelor's degree or Advanced Diploma
  • Grade 12 Matric certificate minimum
  • Maintain Fit and Proper status
  • Complete mandatory compliance exams

Work Rights

Not specified

Tailored Resume

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