Financial Adviser AIFA: Everyday Banking (FAIS)

The Financial Adviser role involves executing financial planning steps, conducting Financial Needs Analyses, and providing recommendations on investment, life insurance, and estate planning solutions. The position requires maintaining professional relationships with clients and stakeholders, meeting sales targets, and ensuring ongoing compliance with FAIS regulations. The adviser is responsible for managing client portfolios, reviewing solutions regularly, and maintaining fit and proper status to offer services under an Absa advice license.