Adviser Aifa: Everyday Banking (fais)

Absa Bank Limited

Wellington, New Zealand
Not specified
Fais licensed financial adviser
Conduct financial needs analysis (fna)
Present investment and insurance recommendations
Absa Bank Limited is seeking a FAIS licensed financial adviser for their Everyday Banking division in Wellington, New Zealand. The role involves conducting financial planning, maintaining client relationships, and achieving sales targets while adhering to compliance regulations

Job Summary

  • The role involves empowering Africa's future by providing comprehensive financial planning services including investment, life insurance, and estate planning.
  • Advisers must conduct a detailed Financial Needs Analysis using Absa's specific tools to recommend suitable products that meet client needs.
  • Success requires maintaining strict FAIS compliance, managing commission earnings accurately, and ensuring ongoing suitability of client solutions through regular reviews.

Matching Summary

Match Score: 85

Absa Bank Limited is seeking a FAIS licensed financial adviser for their Everyday Banking division in Wellington, New Zealand. The role involves conducting financial planning, maintaining client relationships, and achieving sales targets while adhering to compliance regulations.

Skills & Requirements

Must-have

  • FAIS licensed financial adviser
  • Conduct Financial Needs Analysis (FNA)
  • Present investment and insurance recommendations
  • Maintain Fit and Proper status
  • Execute new business processes
  • Manage client portfolio reviews

Nice-to-have

  • Strong networking with bank stakeholders
  • Experience in reciprocal leads activities
  • Ability to mentor assistant staff
  • Proactive prospecting skills
  • Strategic business development mindset

Key Requirements

  • FAIS license accreditation
  • Fit and Proper status maintenance
  • Knowledge of FICA and anti-money laundering regulations
  • Experience with financial needs analysis tools
  • Sales target achievement capability

Work Rights

Not specified

Tailored Resume

Cover Letter