Everyday Banking FAIS Financial Adviser (AIFA)

Absa Group Limited; Durban; On-site; ZAR 30 000 - 50 000; Full time

Job summary

A leading financial services provider in KwaZulu-Natal is looking for a Financial Adviser to execute a comprehensive financial planning role. This involves establishing relationships with clients, conducting financial needs analysis, and making tailored recommendations. Responsibilities also include meeting sales targets and ensuring compliance with FAIS regulations. The role requires proactive networking to identify new business opportunities and working towards individual commission earnings while obtaining the necessary accreditations.

Qualifications

• A professional introduction must be made to introduce the adviser and their services.
• Conduct a Financial Needs Analysis (FNA) in investment, life insurance, and estate planning.
• Provide regular feedback to the Regional Manager on client interactions.

Responsibilities

• Establish and maintain professional relationships with stakeholders.
• Prepare recommendations and quotes for appropriate solutions based on client needs.
• Network with stakeholders to promote Absa Advisers' value proposition.

Skills

Financial analysis

Client relationship management

Sales skills

Communication

Education

FAIS accreditation

Tools

Financial Needs Analysis tool

Job description

A leading financial services provider in KwaZulu-Natal is looking for a Financial Adviser to execute a comprehensive financial planning role. This involves establishing relationships with clients, conducting financial needs analysis, and making tailored recommendations. Responsibilities also include meeting sales targets and ensuring compliance with FAIS regulations. The role requires proactive networking to identify new business opportunities and working towards individual commission earnings while obtaining the necessary accreditations.