Financial Adviser Aifa: Everyday Banking Stlt (fais)

Absa Group

Not specified; commission earnings managed by the ...
2-3 years financial planning experience
Fsb approved qualification with 120 fais credits
Re 5 certification required
The role empowers clients by identifying long-term life risks and providing tailored insurance and investment solutions using Absa's limited architecture framework

Job Summary

  • The role empowers clients by identifying long-term life risks and providing tailored insurance and investment solutions using Absa's limited architecture framework.
  • Advisers are accountable for meeting sales targets while maintaining strict compliance with FAIS regulations and FICA requirements throughout the client engagement process.
  • The position involves managing a professional practice that includes mentoring staff, ensuring accurate commission tracking, and conducting annual portfolio reviews.

Matching Summary

The role empowers clients by identifying long-term life risks and providing tailored insurance and investment solutions using Absa's limited architecture framework.

Salary

Not specified; Commission earnings managed by the individual

Skills & Requirements

Must-have

  • 2-3 years financial planning experience
  • FSB approved qualification with 120 FAIS Credits
  • RE 5 Certification required
  • Fit and proper status for license categories
  • Use of limited architecture framework for advice
  • Conducting comprehensive Financial Needs Analysis

Nice-to-have

  • Strong networking skills with bank stakeholders
  • Experience in reciprocal leads activities
  • Ability to manage adviser assistants
  • Proactive prospecting and business development
  • Commitment to sustainable broker practice growth

Key Requirements

  • Minimum 2-3 years in Long-term Insurance and Investment
  • NQF 5 FSB approved qualification (120 FAIS Credits)
  • RE 5 Certification
  • Fit and proper status
  • Further Education and Training Certificate (FETC) in Business, Commerce and Management Studies

Work Rights

Not specified

Tailored Resume

Cover Letter