Adviser Aifa Everyday Banking (fais)

Absa Bank Limited

Not specified; commission-based earnings mentioned
Fais licensed financial adviser status
Conduct financial needs analysis (fna)
Present advice under license categories
The role empowers clients by executing the six steps of financial planning to address their investment, life insurance, and estate planning needs

Job Summary

  • The role empowers clients by executing the six steps of financial planning to address their investment, life insurance, and estate planning needs.
  • Advisers must maintain a professional relationship with all stakeholders while meeting sales targets and utilizing Absa's bancassurance structure.
  • The position requires regular portfolio reviews to ensure continued suitability of solutions and strict adherence to FAIS regulations.

Matching Summary

The role empowers clients by executing the six steps of financial planning to address their investment, life insurance, and estate planning needs.

Salary

Not specified; Commission-based earnings mentioned

Skills & Requirements

Must-have

  • FAIS licensed financial adviser status
  • Conduct Financial Needs Analysis (FNA)
  • Present advice under license categories
  • Implement accepted advice through Absa processes
  • Maintain ongoing Fit and Proper status
  • Use Avalon tool for FNA from Aug 2024

Nice-to-have

  • Strong networking with Everyday Banking stakeholders
  • Ability to manage adviser assistants and interns
  • Proactive lead generation and prospecting skills
  • Commitment to continuous professional development

Key Requirements

  • FAIS license accreditation required
  • Fit and Proper status maintenance mandatory
  • Completion of required compliance exams
  • Attainment of necessary FAIS credits

Work Rights

Not specified

Tailored Resume

Cover Letter