Financial Adviser Aifa: Everyday Banking (fais)

Absa Bank Limited

Amanzimtoti, South Africa
Not specified; commission-based earnings structure...
Not specified
Fais licensed financial adviser
Financial needs analysis (fna)
Investment and life insurance expertise
Absa Bank Limited is seeking a Financial Adviser for its Everyday Banking division in Amanzimtoti, South Africa. The role involves following a structured financial planning process to provide clients with tailored financial solutions and maintain ongoing client relationships while achieving sales targets

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 ongoing Fit and Proper status and ensure all advice recommendations comply with FAIS regulations and Absa standards.
  • The position involves managing a book of business through regular client reviews, commission tracking, and strategic collaboration with Everyday Banking stakeholders.

Matching Summary

Match Score: 85

Absa Bank Limited is seeking a Financial Adviser for its Everyday Banking division in Amanzimtoti, South Africa. The role involves following a structured financial planning process to provide clients with tailored financial solutions and maintain ongoing client relationships while achieving sales targets.

Salary

Not specified; Commission-based earnings structure mentioned

Skills & Requirements

Must-have

  • FAIS licensed financial adviser
  • Financial Needs Analysis (FNA)
  • Investment and Life Insurance expertise
  • Estate planning knowledge
  • Absa approved product knowledge
  • Client portfolio review processes
  • Fit and Proper status maintenance

Nice-to-have

  • Strong networking with bank stakeholders
  • Reciprocal leads activity participation
  • Sales pipeline growth strategies
  • Coaching and mentoring capabilities
  • Proactive business development mindset

Key Requirements

  • FAIS license accreditation required
  • Maintain Fit and Proper status
  • Complete mandatory compliance exams
  • Attain internal training accreditations

Work Rights

Not specified

Tailored Resume

Cover Letter