FAIS Licensed Financial Adviser | Growth & Impact

Absa Ins & Fin Advise(Pty; Vredenburg; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Absa is seeking a FAIS licensed financial adviser to execute six steps of financial planning, conduct a Financial Needs Analysis, and present suitable recommendations based on client needs. The role requires regular client engagement and collaboration with bank personnel, providers and Adviser Support staff.

You will progressively implement approved advice through Absa's processes, maintain Fit and Proper status, and ensure continued client satisfaction through periodic reviews and proactive

Qualifications

• FAIS licensed financial adviser required.
• Ability to assess client needs and present recommendations.
• Strong client-facing and relationship-building skills.

Responsibilities

• Establish and maintain professional relationships with clients, bank staff, product providers and adviser support.
• Assess client needs using recommended analysis tools and present value propositions.
• Prepare recommendations and quotes for risk and investment solutions based on client profile.
• Present recommendations ensuring FAIS regulations are followed.
• Follow client engagement process and lifecycle steps with Absa Advisers.
• Provide regular feedback to Regional Manager on lead progression to business.
• Network with stakeholders in Everyday Banking to position Absa advisers' value.
• Meet sales or growth targets through planned client outreach and prospecting.
• Utilize Avalon for comprehensive Financial Needs Analysis and document consent for data access.

Skills

Financial planning

Client relations

Sales targeting

Regulatory compliance

Tools

Avalon

Job description

Absa is seeking a FAIS licensed financial adviser to execute six steps of financial planning, conduct a Financial Needs Analysis, and present suitable recommendations based on client needs. The role requires regular client engagement and collaboration with bank personnel, providers and Adviser Support staff.

You will progressively implement approved advice through Absa's processes, maintain Fit and Proper status, and ensure continued client satisfaction through periodic reviews and proactive