Impactful FAIS Financial Planner

Absa Group; Cape Town; On-site; ZAR 300 000 - 600 000; Full time

Job summary

A leading financial services group in Cape Town seeks a licensed financial adviser to conduct financial planning and provide tailored investment solutions. The role involves establishing strong client relationships, conducting comprehensive financial needs analyses, and presenting suitable recommendations. Candidates must excel in sales and client engagement, ensuring ongoing compliance and performance management. This position offers a dynamic environment for professional growth and contribution to achieving client success.

Qualifications

• Must be a licensed financial adviser.
• Excellent communication and interpersonal skills.
• Strong understanding of investment and insurance products.

Responsibilities

• Conduct financial needs analysis for clients.
• Present and implement financial recommendations.
• Manage client relationships and ensure ongoing service.

Skills

Financial planning

Client relationship management

Sales and negotiation

Investment knowledge

Education

FAIS accreditation

Job description

A leading financial services group in Cape Town seeks a licensed financial adviser to conduct financial planning and provide tailored investment solutions. The role involves establishing strong client relationships, conducting comprehensive financial needs analyses, and presenting suitable recommendations. Candidates must excel in sales and client engagement, ensuring ongoing compliance and performance management. This position offers a dynamic environment for professional growth and contribution to achieving client success.