FAIS Licensed Financial Adviser – Everyday Banking Specialist

Absa Group; Vredendal; On-site; ZAR 30 000 - 50 000; Full time

Job summary

A prominent financial institution in Vredendal seeks a licensed financial adviser to provide tailored financial solutions. The role involves conducting comprehensive Financial Needs Analyses and maintaining strong client relationships, ensuring compliance with FAIS regulations. Ideal candidates must have experience in financial planning, excellent communication skills, and a dedication to client service. The position offers a chance to make a significant impact in clients' financial well-being within a supportive and dynamic team environment.

Qualifications

• Proven experience in financial planning and advising.
• Must be FAIS licensed.
• Strong interpersonal and communication skills.

Responsibilities

• Conduct Financial Needs Analysis to assess client needs.
• Develop personalized financial solutions for clients.
• Maintain ongoing client relationships and portfolio reviews.

Skills

Financial Needs Analysis

Sales Skills

Client Relationship Management

Regulatory Knowledge

Job description

A prominent financial institution in Vredendal seeks a licensed financial adviser to provide tailored financial solutions. The role involves conducting comprehensive Financial Needs Analyses and maintaining strong client relationships, ensuring compliance with FAIS regulations. Ideal candidates must have experience in financial planning, excellent communication skills, and a dedication to client service. The position offers a chance to make a significant impact in clients' financial well-being within a supportive and dynamic team environment.