FAIS Licensed Financial Adviser for Everyday Banking

Absa Bank Limited; Aliwal North; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A prominent financial institution in South Africa is seeking a licensed financial adviser to join their team. The successful candidate will be responsible for conducting financial needs analyses, making tailored recommendations, and maintaining professional relationships with clients. This role requires strong sales skills and a focus on exceeding growth targets. Experience in client relationship management and compliance with financial advice regulations are essential for success.

Benefits

Equal opportunity employer

Ongoing professional development

Qualifications

• Must be a licensed financial adviser compliant with FAIS.
• Experience in financial advising roles is essential.
• Strong communication and relationship-building skills.

Responsibilities

• Conduct comprehensive financial assessments for clients.
• Make tailored recommendations based on client needs.
• Review client portfolios annually to ensure financial health.

Skills

Financial Needs Analysis

Client relationship management

Sales strategies

Education

Relevant financial qualification or license

Tools

CRM systems

Absa’s Financial Needs Analysis tool

Job description

A prominent financial institution in South Africa is seeking a licensed financial adviser to join their team. The successful candidate will be responsible for conducting financial needs analyses, making tailored recommendations, and maintaining professional relationships with clients. This role requires strong sales skills and a focus on exceeding growth targets. Experience in client relationship management and compliance with financial advice regulations are essential for success.