FAIS-Licensed Financial Adviser | Needs Analysis & Planning

Absa Group; Kempton Park; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A leading financial institution in South Africa seeks a Financial Adviser to provide financial planning services. The successful candidate will conduct detailed Financial Needs Analyses (FNA) and tailor solutions according to client needs. Responsibilities include maintaining relationships with clients, managing commission earnings, and ensuring compliance with financial regulations. This role offers the opportunity to drive sales while engaging with stakeholders across the bank and contribute to the overall growth of the business.

Qualifications

• Must be FAIS licensed with qualifications in financial services.
• Experience in financial planning and advice delivery is required.
• Proficiency in client relationship management is necessary.

Responsibilities

• Conduct a Financial Needs Analysis (FNA) based on client requirements.
• Make product recommendations based on the FNA outcome.
• Review clients' financial needs regularly to ensure suitability of solutions.

Skills

Financial Planning

Client Needs Analysis

Sales Target Achievement

Relationship Management

Education

FAIS License

Relevant Financial Services Qualifications

Job description

A leading financial institution in South Africa seeks a Financial Adviser to provide financial planning services. The successful candidate will conduct detailed Financial Needs Analyses (FNA) and tailor solutions according to client needs. Responsibilities include maintaining relationships with clients, managing commission earnings, and ensuring compliance with financial regulations. This role offers the opportunity to drive sales while engaging with stakeholders across the bank and contribute to the overall growth of the business.