FAIS-Licensed Financial Adviser | Needs Analysis & Planning

Absa Group; Gauteng; On-site; ZAR 350 000 - 500 000; Full time

Job summary

A leading financial services provider is looking for a skilled financial adviser in Gauteng, South Africa. The adviser will focus on providing tailored financial solutions, conducting needs analyses, and managing client relationships to meet sales targets. Candidates must have FAIS compliance and the ability to effectively present investment and insurance options. This role offers a significant opportunity for career growth and professional development within a well-established organization.

Qualifications

• FAIS compliance and licensing required.
• Strong understanding of investment and life insurance.
• Ability to assess client needs accurately.

Responsibilities

• Establish and maintain client relationships.
• Conduct comprehensive financial needs analysis.
• Present recommendations to clients based on needs.

Skills

Financial Needs Analysis

Client Relationship Management

Investment Knowledge

Sales Target Achievement

Compliance Awareness

Job description

A leading financial services provider is looking for a skilled financial adviser in Gauteng, South Africa. The adviser will focus on providing tailored financial solutions, conducting needs analyses, and managing client relationships to meet sales targets. Candidates must have FAIS compliance and the ability to effectively present investment and insurance options. This role offers a significant opportunity for career growth and professional development within a well-established organization.