Financial Adviser AIFA Everyday Banking (FAIS)
Core
FAIS-licensed financial adviser providing investment, life insurance, and estate planning advice to clients within Absa's Everyday Banking division.
Role type
Licensed Financial Adviser (FAIS)
Builds
Financial advice solutions and insurance policies for individual clients
Domain
Financial Services / Banking / Insurance
Deliverable
client delivery
Required skills
Financial Needs Analysis, product recommendation, client relationship management, compliance documentation, sales pipeline management, practice management
Preferred skills
FAIS accreditation, prior experience in bancassurance
Technologies
Avalon (Financial Needs Analysis tool), Commission system
Responsibilities
Conduct Financial Needs Analysis (FNA) and present recommendations for investment and insurance products; implement accepted advice through new business processes; review client portfolios annually; manage sales targets and lead conversion; maintain Fit and Proper status and complete required compliance exams; coach assistant advisers and manage practice operations.
Seniority
Individual Contributor