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Impactful FAIS Financial Planner
Resumo da oferta
A leading banking institution is looking for a FAIS licensed financial adviser in Lydenburg, Mpumalanga. The role requires conducting thorough financial needs analyses, presenting investment recommendations, and maintaining strong client relationships. Candidates must have experience in financial planning and demonstrate the ability to meet client needs with Absa-approved products. This position emphasizes professional development, ensuring advisers maintain fit and proper status while achieving growth targets and maximizing client satisfaction.
Serviços
Qualificações
- Must be FAIS licensed with experience in financial planning.
- Proven skills in client relationship management essential.
- Utilize financial needs analysis tools effectively.
Responsabilidades
- Establish and maintain professional relationships with clients.
- Conduct financial needs analysis to guide recommendations.
- Present tailored recommendations based on comprehensive assessments.
- Review and adjust client portfolios regularly to ensure suitability.
Conhecimentos
Formação académica
* O salário de referência é obtido com base em objetivos de salário para líderes de mercado de cada segmento de setor. Serve como orientação para ajudar os utilizadores Premium na avaliação de ofertas de emprego e na negociação de salários. O salário de referência não é indicado diretamente pela empresa e pode ser significativamente superior ou inferior.