Adviser Aifa Everyday Banking (fais)

Absa Group

Mitchells Plain, South Africa
Fais licensed financial adviser
Financial needs analysis
Absa approved product(s)
To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser

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.
  • Review the client's portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship.

Matching Summary

To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser.

Skills & Requirements

Must-have

  • FAIS licensed financial adviser
  • Financial Needs Analysis
  • Absa approved product(s)
  • client engagement process
  • Meet sales and/or growth targets
  • Absa’s Financial Needs Analysis tool

Nice-to-have

  • professional relationship with stakeholders
  • reciprocal leads activities
  • networking with stakeholders
  • coaching and mentoring assistant(s)
  • business development strategies

Key Requirements

  • FAIS licensed
  • Fit and Proper status
  • Absa approved product accreditation
  • FAIS credits

Work Rights

Not specified

Tailored Resume

Cover Letter