FAIS-Licensed Adviser: Shape Clients' Financial Futures

Absa Group; Pretoria; On-site; ZAR 360 000 - 480 000; Full time

Job summary

A leading financial institution in South Africa is seeking a FAIS licensed financial adviser to build client relationships and conduct Financial Needs Analysis. Candidates should have relevant bachelor's degrees, strong sales strategies, and a commitment to professional development. This role requires effective networking and compliance with all applicable regulations, offering a pathway to grow within a dynamic environment.

Qualifications

• Must be a FAIS licensed financial adviser.
• Experience in assessing client financial needs and providing solutions.
• Strong ability in networking and building professional relationships.

Responsibilities

• Conduct Financial Needs Analysis for clients.
• Present recommendations and follow regulatory guidelines.
• Meet sales and growth targets through effective planning.

Skills

Financial Needs Analysis

Client Relationship Management

Sales Strategy

Education

Bachelor's Degrees and Advanced Diplomas in Accounting

National Senior Certificate/Matric (Grade 12)

Job description

A leading financial institution in South Africa is seeking a FAIS licensed financial adviser to build client relationships and conduct Financial Needs Analysis. Candidates should have relevant bachelor's degrees, strong sales strategies, and a commitment to professional development. This role requires effective networking and compliance with all applicable regulations, offering a pathway to grow within a dynamic environment.