Financial Adviser Aifa: Everyday Banking (fais)

yourfuturetoday.co.za

2-3 years financial planning experience
Nqf 5 fsb approved qualification
Re 5 certification
Empowering Africa’s tomorrow through financial advising

Job Summary

  • Empowering Africa’s tomorrow through financial advising.
  • The role involves conducting financial needs analysis and making tailored recommendations.
  • Advisers are expected to maintain ongoing relationships and ensure client satisfaction.

Matching Summary

Empowering Africa’s tomorrow through financial advising.

Skills & Requirements

Must-have

  • 2-3 years financial planning experience
  • NQF 5 FSB approved qualification
  • RE 5 Certification
  • Fit and proper for license categories

Nice-to-have

  • Strong relationship management skills
  • Ability to conduct financial needs analysis
  • Experience in investment and insurance advice

Key Requirements

  • Minimum 2-3 years financial planning experience
  • NQF 5 FSB approved qualification
  • RE 5 Certification

Work Rights

Not specified

Tailored Resume

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