Financial Adviser Aifa: Relationship Banking (fais)

Absa

Not specified; commission-based earnings structure...
Not specified
Fais licensed financial adviser
Financial needs analysis (fna)
Absa approved products knowledge
Absa is seeking a FAIS licensed Financial Adviser to provide comprehensive financial planning services, including investment, life insurance, and estate planning. The ideal candidate will engage with clients to conduct Financial Needs Analyses and implement tailored advice while maintaining ongoing client relationships

Job Summary

  • The role involves executing the six steps of financial planning to empower clients through tailored investment, life insurance, and estate planning solutions.
  • Advisers must maintain Fit and Proper status under FAIS regulations while utilizing Absa's specific tools like Avalon for comprehensive needs analysis.
  • Success requires meeting sales targets, managing a book of business, and providing regular reviews to ensure continued suitability of client solutions.

Matching Summary

Match Score: 75

Absa is seeking a FAIS licensed Financial Adviser to provide comprehensive financial planning services, including investment, life insurance, and estate planning. The ideal candidate will engage with clients to conduct Financial Needs Analyses and implement tailored advice while maintaining ongoing client relationships.

Salary

Not specified; Commission-based earnings structure mentioned

Skills & Requirements

Must-have

  • FAIS licensed financial adviser
  • Financial Needs Analysis (FNA)
  • Absa approved products knowledge
  • Client portfolio review
  • Compliance with FAIS regulations

Nice-to-have

  • Strong networking skills
  • Sales pipeline management
  • Mentoring assistant staff
  • Reciprocal lead activities
  • Proactive business development

Key Requirements

  • FAIS license accreditation
  • Bachelor's Degree or Advanced Diploma
  • Fit and Proper status maintenance
  • Knowledge of FICA and anti-money laundering
  • Experience in banking or financial services

Work Rights

Not specified

Tailored Resume

Cover Letter