AIFA Licensed Financial Adviser — Wealth & Insurance

Absa Group; Bethlehem; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A prominent financial institution located in South Africa seeks a FAIS licensed financial adviser to engage clients in financial planning. The adviser will perform financial needs analyses, make tailored recommendations, and manage ongoing relationships to ensure client satisfaction and compliance. Strong communication skills and relevant financial qualifications are essential for success in this role. This position provides opportunities for professional development and involvement in significant financial projects, ensuring contributions to the bank’s growth.

Benefits

Professional development opportunities

Performance-based incentives

Qualifications

• FAIS licensed financial adviser status.
• Proficiency in financial needs analysis and investment solutions.
• Ability to maintain professional relationships with clients.

Responsibilities

• Conduct financial planning using six steps in client interactions.
• Present financial advice in accordance with FAIS regulations.
• Assist clients in understanding their financial needs and solutions.

Skills

Communication

Financial Planning

Client Relationship Management

Education

Relevant Financial Qualification

Tools

Financial Needs Analysis Tool

Job description

A prominent financial institution located in South Africa seeks a FAIS licensed financial adviser to engage clients in financial planning. The adviser will perform financial needs analyses, make tailored recommendations, and manage ongoing relationships to ensure client satisfaction and compliance. Strong communication skills and relevant financial qualifications are essential for success in this role. This position provides opportunities for professional development and involvement in significant financial projects, ensuring contributions to the bank’s growth.