AIFA Licensed Financial Adviser — Wealth & Insurance

Absa Group; Kroonstad; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Kroonstad is seeking a FAIS licensed financial adviser to manage clients' financial needs and provide tailored investment and insurance solutions. This role requires strong communication skills and compliance knowledge, with responsibilities including conducting Financial Needs Analysis and maintaining professional relationships. The successful candidate will achieve sales targets and ensure ongoing client satisfaction. This position provides an opportunity to contribute to personal and professional development in a dynamic environment.

Benefits

Training for FAIS accreditation

Professional development opportunities

Qualifications

• FAIS licensed financial adviser with strong compliance background.
• Ability to assess and address client's financial needs.
• Experience in client relationship management and sales.

Responsibilities

• Conduct Financial Needs Analysis and make product recommendations.
• Maintain professional relationships with stakeholders.
• Achieve sales and growth targets through effective planning.

Skills

Financial Needs Analysis

Client relationship management

Sales skills

Communication skills

Compliance knowledge

Education

FAIS accreditation

Tools

Financial Needs Analysis tools

Job description

A leading financial services provider in Kroonstad is seeking a FAIS licensed financial adviser to manage clients' financial needs and provide tailored investment and insurance solutions. This role requires strong communication skills and compliance knowledge, with responsibilities including conducting Financial Needs Analysis and maintaining professional relationships. The successful candidate will achieve sales targets and ensure ongoing client satisfaction. This position provides an opportunity to contribute to personal and professional development in a dynamic environment.