FAIS Financial Adviser: Relationship Banking Growth

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

Job summary

A leading financial services firm seeks a licensed financial adviser in Worcester, South Africa. This role involves conducting financial needs analyses and presenting tailored investment and insurance recommendations to clients. Responsibilities include maintaining professional relationships, meeting sales targets, and providing ongoing client reviews. Candidates should possess a Further Education and Training Certificate in Business, Commerce, or Management Studies, and have expertise in financial planning. Join us in empowering clients on their financial journeys.

Qualifications

• FAIS licensed financial adviser is mandatory.
• Experience in investment, life insurance, and estate planning is preferred.

Responsibilities

• Conduct Financial Needs Analysis for clients.
• Make recommendations for investment and insurance solutions.
• Maintain professional relationships with stakeholders.
• Meet defined sales and growth targets.
• Provide regular client reviews to assess financial needs.

Skills

Financial Needs Analysis

Investment Knowledge

Life Insurance Expertise

Estate Planning

Client Relationship Management

Education

Further Education and Training Certificate (FETC): Business, Commerce and Management Studies

Job description

A leading financial services firm seeks a licensed financial adviser in Worcester, South Africa. This role involves conducting financial needs analyses and presenting tailored investment and insurance recommendations to clients. Responsibilities include maintaining professional relationships, meeting sales targets, and providing ongoing client reviews. Candidates should possess a Further Education and Training Certificate in Business, Commerce, or Management Studies, and have expertise in financial planning. Join us in empowering clients on their financial journeys.