ABSA is seeking a Financial Adviser for Everyday Banking in Aliwal North, South Africa, who will focus on providing tailored financial planning and advice to clients, particularly in long-term insurance and investment. The ideal candidate should have at least 2-3 years of experience in financial planning, relevant qualifications, and a commitment to maintaining regulatory compliance
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 staff members (Adviser Assistants) have a clear understanding of their roles and responsibilities within the adviser practice.
Matching Summary
Match Score: 85
ABSA is seeking a Financial Adviser for Everyday Banking in Aliwal North, South Africa, who will focus on providing tailored financial planning and advice to clients, particularly in long-term insurance and investment. The ideal candidate should have at least 2-3 years of experience in financial planning, relevant qualifications, and a commitment to maintaining regulatory compliance.