Adviser : Virtual Ii (Fais)

Absa Bank; Johannesburg; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial institution in Johannesburg seeks a Virtual Adviser to provide holistic financial planning solutions via telephone. Responsibilities include building relationships, achieving sales targets, and ensuring compliance with regulatory standards. Candidates must meet FAIS requirements and hold a relevant qualification. This full-time role offers a hybrid working model.

Qualifications

• FAIS Fit and Proper Requirements applicable to this Role.
• Regulatory Exam for Representatives (RE5) required.
• Experience As Per the FAIS Act necessary.

Responsibilities

• Provide holistic financial planning solutions telephonically.
• Meet sales and growth targets telephonically.

Skills

Holistic financial planning

Relationship management

Sales skills

Education

FSCA-Approved Qualification

Further Education and Training Certificate (FETC)

Job description

Adviser: Virtual II (FAIS)

Remote type: Hybrid | Locations: Johannesburg | Time type: Full time

Posted Today | End Date October 31 (7 days left to apply)

Company Overview

Empowering Africa's tomorrow, together...one story at a time.

With over years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

To provide holistic financial planning solutions telephonically for clients through regular reviewing the client's portfolio in order to build a sustainable Virtual advisory practice.

Job Description

• Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, Product providers, Virtual Advisers and Virtual Agents).
• Telephonically meet sales and / or growth targets.

Requirements & Qualifications

• FAIS Fit and Proper Requirements applicable to this Role (Advice and Intermediary Service)
• FSCA-Approved Qualification
• Regulatory Exam for Representatives (RE5)
• Experience As Per the FAIS Act
• Product Specific Training once Onboarded
• Class Of Business Training
• Continuous Professional Development
• Attest To Honesty, Integrity, and Good Standing
• Education: Further Education and Training Certificate (FETC)

Equal Opportunity Statement

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 2008 the bank reserves the right to assess candidates from designated groups to ensure equitable demographic representation. Preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised.