FAIS Licensed Financial Adviser - Relationship Banking

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

Job summary

A major financial institution is seeking a FAIS licensed financial adviser based in Stellenbosch, Western Cape. The role involves establishing client relationships, conducting comprehensive financial needs analyses, and providing tailored advice based on client profiles. The adviser will also be responsible for meeting sales targets and ensuring compliance with regulations. The ideal candidate should have relevant educational qualifications and experience in financial planning. A competitive commission structure is offered, with regular training and support.

Qualifications

• FAIS licensed financial adviser with relevant qualifications.
• Experience in financial planning and advisory services.
• Ability to conduct comprehensive financial needs analyses.

Responsibilities

• Establish and maintain professional relationships with clients.
• Assess client needs and provide tailored financial advice.
• Meet sales targets by identifying and converting leads.

Skills

Financial Needs Analysis

Client Relationship Management

Sales Skills

Education

Bachelor's Degrees and Advanced Diplomas: Accounting

National Senior Certificate/ Matric (Grade 12)

Job description

A major financial institution is seeking a FAIS licensed financial adviser based in Stellenbosch, Western Cape. The role involves establishing client relationships, conducting comprehensive financial needs analyses, and providing tailored advice based on client profiles. The adviser will also be responsible for meeting sales targets and ensuring compliance with regulations. The ideal candidate should have relevant educational qualifications and experience in financial planning. A competitive commission structure is offered, with regular training and support.