Adviser Aifa: Everyday Banking (fais)

Absa Bank Limited

Fais licensed financial adviser
Conduct financial needs analysis
Present investment and insurance recommendations
The role empowers clients by executing the six steps of financial planning including Investment, Life Insurance, and Estate planning

Job Summary

  • The role empowers clients by executing the six steps of financial planning including Investment, Life Insurance, and Estate planning.
  • Advisers must utilize Absa's specific tools like Avalon for comprehensive Financial Needs Analysis and ensure all FAIS regulations are followed.
  • Success involves meeting sales targets while maintaining strict compliance with FICA, Anti-Money Laundering, and ongoing Fit and Proper standards.

Matching Summary

The role empowers clients by executing the six steps of financial planning including Investment, Life Insurance, and Estate planning.

Skills & Requirements

Must-have

  • FAIS licensed financial adviser
  • Conduct Financial Needs Analysis
  • Present investment and insurance recommendations
  • Maintain Fit and Proper status
  • Execute new business processes

Nice-to-have

  • Strong networking skills with bank stakeholders
  • Experience in reciprocal leads activities
  • Ability to mentor adviser assistants
  • Proactive approach to client portfolio reviews

Key Requirements

  • FAIS license accreditation required
  • Fit and Proper status maintenance
  • Completion of mandatory compliance exams
  • Internal training on Absa products

Work Rights

Not specified

Tailored Resume

Cover Letter