FAIS Financial Adviser & Wealth Planner

Absa Group; KwaMakhutha; On-site; ZAR 30 000 - 40 000; Full time

Job summary

A leading financial institution is seeking a FAIS licensed financial adviser in KwaMakhutha. The role involves conducting financial needs analyses, providing tailored product recommendations, and maintaining professional client relationships. Successful candidates will engage in sales activities to meet growth targets, ensuring compliance with financial regulations. Training and support are provided to develop the necessary skills to succeed in this dynamic environment, contributing to the advisor's long-term growth and client satisfaction.

Benefits

Training and development programs

Equal opportunity employer

Qualifications

• Must have FAIS accreditation to act as a financial adviser.
• Experience in financial planning and client relationship management.
• Ability to analyze client needs and offer suitable solutions.

Responsibilities

• Conduct financial needs analyses for clients.
• Build and maintain professional relationships with clients.
• Meet sales and growth targets through effective client engagement.
• Ensure compliance with financial regulations during client interactions.

Skills

Financial planning

Relationship management

Sales skills

Client needs analysis

Education

FAIS accreditation

Tools

Financial Needs Analysis tool

Job description

A leading financial institution is seeking a FAIS licensed financial adviser in KwaMakhutha. The role involves conducting financial needs analyses, providing tailored product recommendations, and maintaining professional client relationships. Successful candidates will engage in sales activities to meet growth targets, ensuring compliance with financial regulations. Training and support are provided to develop the necessary skills to succeed in this dynamic environment, contributing to the advisor's long-term growth and client satisfaction.