Financial Adviser Aifa Everyday Banking (fais)

Absa Group

Plettenberg Bay, South Africa
Financial planning advice
Long-term insurance
Investment advice
Empowering Africa’s tomorrow, together…one story at a time

Job Summary

  • Empowering Africa’s tomorrow, together…one story at a time.
  • To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser.
  • The adviser must conduct regularly review of the client needs to assess continued suitability of implemented solutions.

Matching Summary

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

Skills & Requirements

Must-have

  • Financial Planning Advice
  • Long-term Insurance
  • Investment Advice
  • Financial Needs Analysis
  • Client Relationship Management

Nice-to-have

  • African growth journey
  • Proudly African group
  • Team collaboration
  • Continuous learning

Key Requirements

  • 2-3 years Financial Planning / Advice
  • Minimum NQF 5 FSB approved qualification
  • RE 5 Certification
  • Fit and proper for typical license categories

Work Rights

Not specified

Tailored Resume

Cover Letter