Financial Adviser Aifa: Everyday Banking (fais)

Absa Group

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

Job Summary

  • Empowering Africa’s tomorrow, together…one story at a time.
  • To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff).
  • Attend all the required training to attain accreditation to market Absa approved products.

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
  • Execute financial planning steps
  • Conduct Financial Needs Analysis
  • Implement accepted advice

Nice-to-have

  • Professional client relationships
  • Utilize bancassurance structure
  • Network with stakeholders
  • Grow book of business

Key Requirements

  • 2-3 years Financial Planning/Advice
  • NQF 5 FAIS Credits
  • RE 5 Certification
  • Fit and proper status

Work Rights

Not specified

Tailored Resume

Cover Letter