Financial Adviser AIFA: Everyday Banking (FAIS)
Core
FAIS-licensed financial adviser providing long-term insurance, investment, and estate planning advice to clients.
Role type
FAIS licensed financial adviser (individual contributor)
Builds
Client financial plans and insurance/investment policies
Domain
Financial Services / Long-term Insurance / Investment
Required skills
Financial planning, Financial Needs Analysis (FNA), product recommendation, client relationship management, compliance documentation, sales pipeline management, practice management, coaching
Preferred skills
RE5 Certification, NQF 5 FSB approved qualification, experience with Absa Avalon tool
Technologies
Absa Avalon, Commission systems
Responsibilities
Conduct Financial Needs Analysis (FNA) and present recommendations for insurance and investment products; Implement accepted advice through new business processes; Review client portfolios annually; Manage own commission earnings and practice staff; Maintain Fit and Proper status and complete required compliance exams.
Seniority
Mid-level, hands-on IC