Financial Adviser (AIFA): Everyday Banking Specialist

Absa Group Limited; Kroonstad; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A leading financial institution seeks an experienced professional to establish and maintain relationships with clients, conduct financial needs analysis, and achieve sales targets. The ideal candidate will be responsible for recommending investment solutions and ensuring compliance with all regulations. You must have relevant financial qualifications and a proven track record of meeting growth objectives while mentoring junior staff. This role is based in Kroonstad, Free State, South Africa, and offers opportunities for personal development.

Benefits

Professional development opportunities

Competitive commission structure

Qualifications

• Experience in relationship management is essential.
• Strong understanding of financial products.
• Ability to meet sales targets consistently.

Responsibilities

• Establish and maintain client relationships.
• Conduct financial needs analysis for clients.
• Prepare recommendations for financial solutions.
• Follow up with clients and ensure compliance.
• Provide coaching to staff and maintain a productive team.

Skills

Relationship management

Financial needs analysis

Sales and growth target achievement

Coaching and mentoring

Education

Relevant financial qualification

Tools

Absa’s Financial Needs Analysis tool

Job description

A leading financial institution seeks an experienced professional to establish and maintain relationships with clients, conduct financial needs analysis, and achieve sales targets. The ideal candidate will be responsible for recommending investment solutions and ensuring compliance with all regulations. You must have relevant financial qualifications and a proven track record of meeting growth objectives while mentoring junior staff. This role is based in Kroonstad, Free State, South Africa, and offers opportunities for personal development.