Elite FAIS Financial Adviser (AIFA) – Everyday Banking

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

Job summary

A leading financial services provider seeks a licensed financial adviser in Cape Town. This role involves conducting Financial Needs Analyses, providing tailored recommendations, and ensuring compliance with FAIS regulations. The ideal candidate must have strong sales skills and experience in client management. Join us to empower clients in their financial journey and achieve growth targets while managing your commission earnings. A career with us offers extensive training and development opportunities.

Benefits

Comprehensive training programs

Performance-based commission structure

Career development opportunities

Qualifications

• FAIS licensed to conduct financial advising.
• Experience in client needs analysis and financial product recommendations.
• Strong understanding of compliance requirements and documentation.

Responsibilities

• Conduct Financial Needs Analysis for clients.
• Provide tailored product recommendations based on client profiles.
• Maintain ongoing client relationships and conduct regular reviews.

Skills

Client Relationship Management

Financial Planning

Sales Skills

FAIS Accreditation

Education

FAIS licensed certification

Relevant financial qualifications

Tools

Avalon Financial Needs Analysis tool

Job description

A leading financial services provider seeks a licensed financial adviser in Cape Town. This role involves conducting Financial Needs Analyses, providing tailored recommendations, and ensuring compliance with FAIS regulations. The ideal candidate must have strong sales skills and experience in client management. Join us to empower clients in their financial journey and achieve growth targets while managing your commission earnings. A career with us offers extensive training and development opportunities.