ABSA is seeking a licensed financial adviser for its Everyday Banking division in Mitchells Plain, South Africa. The role involves conducting financial planning and needs analysis, providing tailored recommendations, and maintaining client relationships to meet sales targets
Job Summary
To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser.
Based on the concluded FNA to make recommendations under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client.
Adviser must continue to ensure ongoing Fit and Proper status to enable them to offer services under an Absa advice license.
Matching Summary
Match Score: 85
ABSA is seeking a licensed financial adviser for its Everyday Banking division in Mitchells Plain, South Africa. The role involves conducting financial planning and needs analysis, providing tailored recommendations, and maintaining client relationships to meet sales targets.