Financial Adviser AIFA — Everyday Banking Growth

1075 Absa Ins & Fin Advise(Pty; Milnerton; Sur place; ZAR 350 000 - 700 000; Plein temps

Résumé du poste

Absa Insurance & Financial Advice (Pty) Ltd seeks a FAIS-licensed financial adviser to execute the six steps of financial planning. You will introduce the adviser and Absa’s services, perform Financial Needs Analyses, and tailor recommendations in Investment, Life Insurance and Estate planning.

Maintain ongoing client reviews to ensure continued suitability and compliance under Absa’s processes. The role requires delivering professional financial advice, generating compliant documentation, and

Qualifications

• Must hold FAIS license to provide financial advice and meet Fit and Proper requirements.
• Experience with financial needs analysis and advisory processes is essential.
• Knowledge of Absa approved products and compliance with FAIS regulations.

Responsabilités

• Follow six steps of financial planning and conduct a Financial Needs Analysis (FNA).
• Present recommendations and product quotes to clients based on their needs and profile.
• Complete application forms, obtain client consent, and ensure compliance documentation is in place.
• Conduct regular client reviews to ensure continued suitability of solutions.

Formation

FAIS accreditation

FAIS credits

Outils

Avalon

Description du poste

Absa Insurance & Financial Advice (Pty) Ltd seeks a FAIS-licensed financial adviser to execute the six steps of financial planning. You will introduce the adviser and Absa’s services, perform Financial Needs Analyses, and tailor recommendations in Investment, Life Insurance and Estate planning.

Maintain ongoing client reviews to ensure continued suitability and compliance under Absa’s processes. The role requires delivering professional financial advice, generating compliant documentation, and