AIFA Licensed Financial Adviser — Wealth & Insurance

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

Job summary

A leading banking institution seeks a licensed financial adviser to manage client relationships and provide tailored financial solutions. The role demands conducting thorough Financial Needs Analysis and presenting compliant recommendations. Candidates should possess excellent communication skills and a strong financial acumen. This position offers an opportunity to grow with an established institution known for its commitment to client service in South Africa.

Qualifications

• Must be a licensed financial adviser with FAIS accreditation.
• Experience in financial services or advising clients on investments.
• Strong analytical skills to conduct Financial Needs Analysis (FNA).

Responsibilities

• Conduct Financial Needs Analysis to determine client needs.
• Establish and maintain relationships with clients and stakeholders.
• Review client needs regularly to propose updated financial solutions.
• Present recommendations compliant with FAIS regulations.

Skills

Communication skills

Financial analysis

Client relationship management

Education

Financial Planning Certification

FAIS Accreditation

Job description

A leading banking institution seeks a licensed financial adviser to manage client relationships and provide tailored financial solutions. The role demands conducting thorough Financial Needs Analysis and presenting compliant recommendations. Candidates should possess excellent communication skills and a strong financial acumen. This position offers an opportunity to grow with an established institution known for its commitment to client service in South Africa.