Adviser Aifa Everyday Banking (fais)

Absa Bank Limited

Ottery, South Africa
Fais licensed financial adviser
Financial needs analysis
Absa approved product(s)
To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser

Job Summary

  • To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser.
  • Assess client’s needs through use of recommended needs analysis tools, ensuring that the client is aware of the full value proposition offered by AIFA.
  • Ensure that Fit and Proper status is maintained (honesty, integrity, financial solvency).

Matching Summary

To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser.

Skills & Requirements

Must-have

  • FAIS licensed financial adviser
  • Financial Needs Analysis
  • Absa approved product(s)
  • client relationship management
  • sales and/or growth targets

Nice-to-have

  • reciprocal leads activities
  • bancassurance structure
  • networking with stakeholders
  • business development strategies

Key Requirements

  • FAIS licensed
  • Fit and Proper status
  • Absa approved product accreditation
  • FAIS credits

Work Rights

Not specified

Tailored Resume

Cover Letter