Financial Adviser AIFA: Everyday Banking (FAIS)
Core
FAIS licensed financial adviser providing long-term insurance and investment advice to clients in South Africa.
Role type
Financial Adviser (FAIS licensed)
Builds
Financial plans, insurance policies, and investment solutions for individual clients.
Domain
Financial Services / Long-term Insurance / Investments
Deliverable
client delivery
Required skills
Financial planning, needs analysis, product recommendation, compliance documentation, client relationship management, sales pipeline management, practice management
Preferred skills
NQF 5 FSB approved qualification, RE 5 Certification, experience in Everyday Banking
Technologies
Avalon (Financial Needs Analysis tool), Commission system, Client database
Responsibilities
Conduct Financial Needs Analysis (FNA) using Avalon to assess client needs; Prepare and present formal recommendations and quotes for risk and investment solutions; Implement accepted advice through Absa's new business processes; Review client portfolios annually to ensure continued suitability; Manage own commission earnings and reconcile statements; Coach and mentor adviser assistants; Maintain fit and proper status and complete required compliance exams.