AIFA Licensed Financial Adviser — Wealth & Insurance

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

Job summary

A leading financial institution in South Africa is seeking a FAIS licensed financial adviser to build and maintain client relationships while providing tailored financial advice. Candidates should have a strong background in financial planning and compliance. Responsibilities include conducting financial needs analysis, presenting solutions, and managing ongoing client portfolios. This role aims to meet sales targets and ensure compliance with all relevant regulations. The position offers a competitive commission structure and professional development opportunities.

Benefits

Commission earnings

Professional training and development

Qualifications

• Experience as a FAIS licensed financial adviser.
• Strong understanding of investment and insurance products.
• Proven track record in client engagement and sales.

Responsibilities

• Conduct Financial Needs Analysis for clients.
• Provide recommendations for investment and insurance solutions.
• Review client needs and adjust financial plans as necessary.

Skills

Financial planning

Client relationship management

Sales acumen

Compliance knowledge

Job description

A leading financial institution in South Africa is seeking a FAIS licensed financial adviser to build and maintain client relationships while providing tailored financial advice. Candidates should have a strong background in financial planning and compliance. Responsibilities include conducting financial needs analysis, presenting solutions, and managing ongoing client portfolios. This role aims to meet sales targets and ensure compliance with all relevant regulations. The position offers a competitive commission structure and professional development opportunities.