Financial Adviser AIFA: Everyday Banking & Impact

Pivot Services; Somerset West; Vor Ort; ZAR 360.000 - 540.000; Vollzeit

Zusammenfassung

Absa in Somerset West is seeking a Financial Adviser AIFA for Everyday Banking (FAIS). You will establish and maintain professional relationships with clients, bank personnel and product providers while delivering compliant advice across long-term insurance and investments.

Responsibilities include generating formal recommendations with product quotes, following the six steps of financial planning, and conducting regular reviews to ensure ongoing fit and proper status under the Absa license.

Qualifikationen

• Minimum 2–3 years financial planning/advice experience under FAIS.
• NQF 5 FAIS accredited qualification (120 FAIS credits) and RE5 certification required.

Aufgaben

• Generate formal recommendations with product quotes for clients.
• Follow the six steps of financial planning in client engagements.
• Regular reviews to ensure ongoing fit and proper status under Absa license.

Kenntnisse

Financial planning

Relationship management

Client needs analysis

Ausbildung

NQF 5 FAIS Accredited qualification (120 FAIS Credits)

RE5 Certification

Jobbeschreibung

Absa in Somerset West is seeking a Financial Adviser AIFA for Everyday Banking (FAIS). You will establish and maintain professional relationships with clients, bank personnel and product providers while delivering compliant advice across long-term insurance and investments.

Responsibilities include generating formal recommendations with product quotes, following the six steps of financial planning, and conducting regular reviews to ensure ongoing fit and proper status under the Absa license.