Adviser AIFA: Relationship Banking (FAIS)
Absa Bank(1 month ago)
About this role
A FAIS-licensed Financial Adviser position at Absa responsible for delivering personalised financial planning and advice across investments, life insurance and estate planning. The role involves introducing advisory services to clients, conducting Financial Needs Analyses, making product recommendations, implementing accepted advice, and maintaining ongoing client reviews and regulatory Fit and Proper status. The adviser will operate within Absa’s bancassurance structure and engage with internal stakeholders to grow and manage a book of business.
Required Skills
- Needs Analysis
- Sales
- Client Relations
- Compliance
- Product Knowledge
- Commission Management
- Practice Management
- Coaching
- Networking
- FNA Tools
Qualifications
- FAIS License
- Bachelor's Degree in Accounting
- Advanced Diploma
- National Senior Certificate (Matric)
About Absa Bank
absa.co.zaWith Absa's Digital Banking services, you can open a bank account, get a loan, or sign up for internet banking quickly and easily.
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