Financial Adviser AIFA Everyday Banking (FAIS)
Core
Identify long-term life risk and provide advice on life assurance and financial planning needs using a limited architecture framework to build a sustainable broker practice.
Role type
Financial Adviser (FAIS)
Builds
Long-term insurance and financial planning solutions for clients
Domain
Banking / Insurance / Financial Planning
Deliverable
client delivery
Required skills
Financial needs analysis, risk assessment, product recommendation, client relationship management, compliance documentation, sales pipeline management, portfolio review
Preferred skills
Network building, coaching and mentoring, activity planning
Technologies
Absa Financial Needs Analysis tool, Commission system
Responsibilities
Assess client needs and prepare recommendations for risk and investment solutions; Present recommendations ensuring FAIS regulations are followed; Generate formal proposals and complete application forms; Review client portfolios annually; Manage commission earnings and client database; Coach and mentor adviser assistants.
Seniority
Individual Contributor
