Financial Adviser: Everyday Banking (FAIS)
Core
FAIS licensed financial adviser providing investment, life insurance, and estate planning advice to individual clients.
Role type
Financial Adviser (FAIS licensed)
Builds
Personalized financial solutions and insurance policies for individual clients
Domain
Financial Services / Long-term Insurance / Investment
Deliverable
client delivery
Required skills
Financial planning, needs analysis, product recommendation, client relationship management, compliance documentation, sales pipeline management
Preferred skills
Practice management, mentoring, business development
Technologies
Avalon (Financial Needs Analysis tool), Commission system, Client database
Responsibilities
Conduct Financial Needs Analysis (FNA) to assess client needs; Present and recommend appropriate Absa-approved products; Implement accepted advice through new business processes; Review client portfolios annually; Manage sales targets and lead conversion; Maintain Fit and Proper status and compliance records; Coach and mentor adviser assistants.
Seniority
Individual Contributor