Financial Adviser Aifa: Everyday Banking (fais)

Absa Bank Limited

Goodwood, South Africa
Financial planning and advice
Long-term insurance and investment
Client needs analysis
Empowering Africa’s tomorrow, together…one story at a time

Job Summary

  • Empowering Africa’s tomorrow, together…one story at a time.
  • The role involves executing financial advice under specific license categories, making recommendations based on client needs analysis, and implementing accepted advice through Absa’s new business processes.
  • Accountabilities include establishing professional relationships, meeting sales targets, managing own commission earnings, practicing effective practice management, and pursuing personal development.

Matching Summary

Empowering Africa’s tomorrow, together…one story at a time.

Skills & Requirements

Must-have

  • Financial Planning and Advice
  • Long-term Insurance and Investment
  • Client Needs Analysis
  • Product Recommendation and Implementation
  • Client Relationship Management

Nice-to-have

  • African growth journey
  • Proudly African group
  • Team collaboration and support
  • Continuous professional development

Key Requirements

  • 2-3 years Financial Planning/Advice experience
  • NQF 5 FSB approved qualification (120 FAIS Credits)
  • RE 5 Certification
  • Fit and proper for typical license categories

Work Rights

Not specified

Tailored Resume

Cover Letter