AIFA Licensed Financial Adviser — Wealth & Insurance

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

Job summary

A leading African financial institution in North West, Brits is looking for a FAIS licensed financial adviser to serve clients effectively. This role includes conducting financial needs analyses, presenting tailored recommendations, and maintaining client relationships. The ideal candidate should possess strong sales skills and be well-versed in regulatory compliance. Join us to make a positive impact in clients' financial lives while achieving growth targets.

Qualifications

• Experience as a financial adviser with a focus on investment and estate planning.
• Ability to conduct client needs assessments and present recommendations.
• Strong understanding of FAIS regulations.

Responsibilities

• Conduct financial needs analysis to guide client recommendations.
• Maintain ongoing client relationships and conduct regular reviews.
• Achieve sales and growth targets through proactive client engagement.

Skills

Financial Needs Analysis

Client Relationship Management

Sales Skills

Regulatory Compliance

Education

FAIS accreditation

Relevant financial qualifications

Tools

Absa bancassurance structure

Financial Needs Analysis tool

Job description

A leading African financial institution in North West, Brits is looking for a FAIS licensed financial adviser to serve clients effectively. This role includes conducting financial needs analyses, presenting tailored recommendations, and maintaining client relationships. The ideal candidate should possess strong sales skills and be well-versed in regulatory compliance. Join us to make a positive impact in clients' financial lives while achieving growth targets.