FAIS Financial Adviser & Wealth Planner

Absa Group; Aliwal North; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial institution in South Africa is seeking a FAIS licensed financial adviser to manage client relationships and provide tailored investment solutions. The role requires the ability to conduct financial needs analyses, implement accepted advice, and review client portfolios regularly. Strong networking and sales skills are essential, with a commitment to ongoing professional development in line with regulatory requirements. The position offers an opportunity to contribute to the growth of a prominent banking network.

Qualifications

• Must achieve and maintain FAIS Fit and Proper status.
• Experience in financial advising is essential.
• Ability to manage account commissions effectively.

Responsibilities

• Conduct Financial Needs Analysis for clients.
• Present tailored investment solutions based on client needs.
• Monitor and review client portfolios annually.

Skills

Financial Needs Analysis

Client relationship management

Sales strategy development

Networking

Education

FAIS accreditation

Tools

Absa's Financial Needs Analysis tool

Job description

A leading financial institution in South Africa is seeking a FAIS licensed financial adviser to manage client relationships and provide tailored investment solutions. The role requires the ability to conduct financial needs analyses, implement accepted advice, and review client portfolios regularly. Strong networking and sales skills are essential, with a commitment to ongoing professional development in line with regulatory requirements. The position offers an opportunity to contribute to the growth of a prominent banking network.