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FAIS Financial Adviser & Wealth Planner
Job summary
A leading financial institution in South Africa is seeking a FAIS licensed financial adviser to manage client relationships and provide tailored investment solutions. The role requires the ability to conduct financial needs analyses, implement accepted advice, and review client portfolios regularly. Strong networking and sales skills are essential, with a commitment to ongoing professional development in line with regulatory requirements. The position offers an opportunity to contribute to the growth of a prominent banking network.
Qualifications
- Must achieve and maintain FAIS Fit and Proper status.
- Experience in financial advising is essential.
- Ability to manage account commissions effectively.
Responsibilities
- Conduct Financial Needs Analysis for clients.
- Present tailored investment solutions based on client needs.
- Monitor and review client portfolios annually.
Skills
Education
Tools
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.