Financial Adviser AIFA Everyday Banking STLT (FAIS)

Absa Group; Johannesburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A regional banking institution is looking for an individual to provide specialist advice and support, manage stakeholder relationships, and achieve sales targets. Candidates must have a relevant FAIS qualification and RE5 certification, along with experience in customer engagement and compliance. This role offers the chance to be part of a dynamic growth journey in Johannesburg.

Qualifications

• FAIS recognized qualification is essential.
• RE5 completed with evidence of 12 months of commission statements.

Responsibilities

• Provide specialist advice and support for predefined objectives.
• Proactively contact customers to meet sales targets.
• Ensure activities adhere to compliance and quality standards.

Skills

Stakeholder Management

Sales

Customer Engagement

Compliance and Risk Management

Education

Further Education and Training Certificate (FETC): Business, Commerce and Management Studies

Job description

Empowering Africa’s tomorrow, together…one story at a time.

With over 100 years of rich history and a strong position as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future, and to shape our destiny as a proudly African group.

Job Summary

FAIS recognized qualification is essential, RE5 completed, and evidence of 12 months of commission statements is required. Provide specialist advice and support for day-to-day work to execute predefined objectives according to standard operating procedures (SOPs).

Job Description

• Qualifications: FAIS recognized qualification is essential, RE5 completed, with evidence of 12 months of commission statements.
• Stakeholder Management: Actively promote and manage engagement with internal and external stakeholders, including regulators, suppliers, clients, service providers, business partners, and other Absa entities.
• Sales Targets: Proactively contact customers to meet sales targets.
• Customer Engagement: Plan activities by identifying clients to contact during specific periods.
• Compliance and Risk Management: Ensure all activities adhere to control, compliance, and quality standards.
• Broker Practice Management: Ensure staff members (Broker Assistants and Interns) understand their roles and responsibilities within the practice.

Education

Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups to promote demographic diversity.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised.