Financial Adviser Aifa: Everyday Banking (fais)

Absa

**
2-3 years financial planning experience
Fsb approved qualification with 120 fais credits
Re 5 certification for financial advice
** Absa is seeking a Financial Adviser with a minimum of 2-3 years of experience in financial planning, specifically in long-term insurance and investments. The role requires a strong understanding of financial needs analysis and the ability to maintain professional relationships with clients while meeting sales targets. **

Job Summary

  • The role empowers clients by conducting comprehensive Financial Needs Analysis in investment, life insurance, and estate planning.
  • Advisers must adhere strictly to the six steps of financial planning and all FAIS regulations when presenting recommendations.
  • The position involves managing a professional practice including staff supervision, compliance record keeping, and regular client portfolio reviews.

Matching Summary

Match Score: 75

** Absa is seeking a Financial Adviser with a minimum of 2-3 years of experience in financial planning, specifically in long-term insurance and investments. The role requires a strong understanding of financial needs analysis and the ability to maintain professional relationships with clients while meeting sales targets. **

Skills & Requirements

Must-have

  • 2-3 years financial planning experience
  • FSB approved qualification with 120 FAIS Credits
  • RE 5 Certification for financial advice
  • Conduct Financial Needs Analysis (FNA)
  • Present recommendations under license categories

Nice-to-have

  • Strong networking skills with bank stakeholders
  • Ability to manage commission earnings accurately
  • Experience with client portfolio reviews
  • Coaching and mentoring assistant staff

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 for typical license categories
  • Absa approved product accreditation

Work Rights

Not specified

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