Not specified; commission-based earnings structure...
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Fais licensed financial adviser
Financial needs analysis (fna)
Investment and life insurance advice
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Absa Bank Limited is seeking a FAIS licensed financial adviser in Vryheid, South Africa, to engage in financial planning and provide tailored financial advice to clients. The role involves conducting financial needs analysis, making product recommendations, and maintaining client relationships while adhering to compliance regulations.
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Job Summary
The role involves executing the six steps of financial planning to provide tailored investment, life insurance, and estate planning solutions.
Advisers must maintain ongoing Fit and Proper status and adhere strictly to FAIS regulations while managing client relationships.
Success requires meeting sales targets, utilizing the Avalon tool for needs analysis, and regularly reviewing client portfolios for continued suitability.
Matching Summary
Match Score: 75
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Absa Bank Limited is seeking a FAIS licensed financial adviser in Vryheid, South Africa, to engage in financial planning and provide tailored financial advice to clients. The role involves conducting financial needs analysis, making product recommendations, and maintaining client relationships while adhering to compliance regulations.
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Salary
Not specified; Commission-based earnings structure mentioned
Skills & Requirements
Must-have
FAIS licensed financial adviser
Financial Needs Analysis (FNA)
Investment and Life Insurance advice
Absa approved products knowledge
Client portfolio review processes
Fit and Proper status maintenance
Nice-to-have
Strong networking with bank stakeholders
Experience in reciprocal lead activities
Sales pipeline management skills
Mentoring and coaching abilities
Proactive business development mindset
Key Requirements
FAIS license accreditation
Bachelor's Degree or Advanced Diploma
Grade 12 Matriculation certificate
Compliance with FICA and Anti-Money Laundering laws