FAIS Financial Adviser – Everyday Banking Growth

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

Job summary

A leading financial services company in Klerksdorp is seeking a FAIS licensed financial adviser to provide tailored financial planning services. In this role, you will assess client needs through comprehensive Financial Needs Analysis and present relevant recommendations. You will engage with clients to maintain long-term relationships while ensuring compliance with financial regulations. This position is aimed at achieving growth targets and requires a proactive approach to client management and solution delivery.

Qualifications

• FAIS licensed financial adviser with skills in financial planning and advisory services.
• Competent in conducting Financial Needs Analysis (FNA).
• Ability to build and maintain client relationships.

Responsibilities

• Conduct comprehensive financial needs assessments for clients.
• Present tailored advice and recommendations to clients.
• Regularly review and adapt client financial plans.

Job description

A leading financial services company in Klerksdorp is seeking a FAIS licensed financial adviser to provide tailored financial planning services. In this role, you will assess client needs through comprehensive Financial Needs Analysis and present relevant recommendations. You will engage with clients to maintain long-term relationships while ensuring compliance with financial regulations. This position is aimed at achieving growth targets and requires a proactive approach to client management and solution delivery.