Virtual FAIS Adviser: Remote Financial Planning Pro

Absa Group Limited; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Johannesburg is seeking an Adviser: Virtual to provide comprehensive financial planning solutions to clients through telephonic interactions. The ideal candidate will establish client relationships, manage their own broker practice, and ensure compliance with FAIS requirements. Candidates must hold a Further Education and Training Certificate and demonstrate a commitment to personal development. This role offers the opportunity to make a significant impact in a dynamic advisory environment.

Qualifications

• Proven ability to provide telephonic financial planning solutions to clients.
• Experience in maintaining professional relationships with various stakeholders.
• Understanding of the FAIS Fit and Proper Requirements.

Responsibilities

• Establish and maintain professional relationships with stakeholders.
• Manage broker practice and achieve sales targets.
• Comply with FAIS Act and participate in required training.

Skills

Holistic financial planning solutions

Sales and growth target achievement

Client relationship management

Effective communication

Education

Further Education and Training Certificate (FETC)

Job description

A leading financial services firm in Johannesburg is seeking an Adviser: Virtual to provide comprehensive financial planning solutions to clients through telephonic interactions. The ideal candidate will establish client relationships, manage their own broker practice, and ensure compliance with FAIS requirements. Candidates must hold a Further Education and Training Certificate and demonstrate a commitment to personal development. This role offers the opportunity to make a significant impact in a dynamic advisory environment.