FAIS Licensed Financial Adviser for Everyday Banking

Absa Bank Limited; Mthatha; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial institution in South Africa seeks a FAIS licensed financial adviser to deliver tailored financial planning solutions. This role requires establishing client relationships, conducting financial needs analyses, and continuously reviewing client portfolios. Ideal candidates will possess strong communication skills, dedication to compliance, and a track record of meeting sales targets. Join this esteemed bank to contribute to meaningful financial advice and customer satisfaction.

Benefits

Training and Development Programs

Performance Bonuses

Flexible Working Hours

Qualifications

• FAIS licensed financial adviser with experience in financial planning.
• Strong communication skills to interact with clients and stakeholders.
• Ability to assess client needs and provide suitable financial advice.

Responsibilities

• Establish and maintain professional relationships with clients.
• Conduct regular reviews of the client's needs and implemented solutions.
• Meet sales and growth targets by identifying client opportunities.

Skills

Financial Needs Analysis

Sales skills

Relationship Management

Communication skills

Education

FAIS accredited qualifications

Tools

Absa needs analysis tools

Compliance documentation systems

Job description

A leading financial institution in South Africa seeks a FAIS licensed financial adviser to deliver tailored financial planning solutions. This role requires establishing client relationships, conducting financial needs analyses, and continuously reviewing client portfolios. Ideal candidates will possess strong communication skills, dedication to compliance, and a track record of meeting sales targets. Join this esteemed bank to contribute to meaningful financial advice and customer satisfaction.