Adviser: Virtual II (FAIS)

Absa Group; Johannesburg; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Absa Bank Limited is hiring a Telephonic Financial Adviser to provide holistic financial planning solutions to clients, reviewing portfolios regularly to build a sustainable virtual advisory practice.

The role requires establishing professional relationships with clients and bank personnel, meeting sales or growth targets, and maintaining FAIS compliance including RE5 and ongoing CPD. Onboarded staff participate in ongoing training and development.

Qualifications

• FAIS Fit and Proper requirements and RE5 regulatory exam for representatives.
• Continuous professional development (CPD) and honesty, integrity, good standing expectations.

Responsibilities

• Establish and maintain professional relationships with clients and bank personnel.
• Telephonically meet sales and/or growth targets.
• Participate in personal development and broker practice management.
• Onboarded staff undergo class of business training and regulatory attestations.

Skills

FAIS Fit and Proper

RE5 Qualification

Education

Further Education and Training Certificate (FETC)

Job description

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

With over 100 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. Personal Development: Manage own broker practice. 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)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, 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