FAIS-Licensed Financial Adviser | Needs Analysis & Planning

Absa Group; Malmesbury; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading South African bank is seeking a professional Financial Adviser to build and maintain client relationships, conduct financial needs analyses, and provide tailored investment and insurance recommendations. The ideal candidate will be FAIS licensed with a strong understanding of compliance and proven sales experience. This role offers the opportunity to impact clients' financial well-being and meet growth targets in a supportive environment.

Qualifications

• FAIS licensed financial adviser with expertise in financial planning.
• Experience in client engagement and building professional relationships.
• Ability to assess financial needs and deliver customized recommendations.

Responsibilities

• Conduct thorough Financial Needs Analysis for clients.
• Provide ongoing reviews of financial strategies to ensure suitability.
• Meet sales and growth targets through proactive client engagement.

Skills

Financial planning

Client relationship management

Sales and marketing

Investment knowledge

Compliance understanding

Education

FAIS license

Relevant bachelor's degree

Job description

A leading South African bank is seeking a professional Financial Adviser to build and maintain client relationships, conduct financial needs analyses, and provide tailored investment and insurance recommendations. The ideal candidate will be FAIS licensed with a strong understanding of compliance and proven sales experience. This role offers the opportunity to impact clients' financial well-being and meet growth targets in a supportive environment.