Not specified; commission-based earnings mentioned
Not specified
Fais licensed financial adviser
Conduct financial needs analysis
Present investment and insurance recommendations
Absa Bank Limited is seeking a FAIS licensed financial adviser for its Pietermaritzburg location. The role involves conducting financial planning, needs analysis, and providing tailored investment and insurance recommendations to clients, while ensuring compliance with relevant regulations
Job Summary
The role involves empowering clients by executing the six steps of financial planning to address their investment, life insurance, and estate planning needs.
Advisers must maintain professional relationships with all stakeholders while utilizing Absa's bancassurance structure to identify new business opportunities.
Success requires strict adherence to FAIS regulations, regular portfolio reviews, and ensuring ongoing Fit and Proper status for license compliance.
Matching Summary
Match Score: 75
Absa Bank Limited is seeking a FAIS licensed financial adviser for its Pietermaritzburg location. The role involves conducting financial planning, needs analysis, and providing tailored investment and insurance recommendations to clients, while ensuring compliance with relevant regulations.
Salary
Not specified; Commission-based earnings mentioned
Skills & Requirements
Must-have
FAIS licensed financial adviser
Conduct Financial Needs Analysis
Present investment and insurance recommendations
Maintain Fit and Proper status
Execute six steps of financial planning
Nice-to-have
Strong networking with bank stakeholders
Experience in reciprocal lead activities
Ability to mentor adviser assistants
Proactive business development skills
Effective time management for reviews
Key Requirements
FAIS license accreditation
Bachelor's Degree or Advanced Diploma
Matric (Grade 12) qualification
Fit and Proper status maintenance
Compliance with FICA and Anti-Money Laundering exams