Adviser AIFA: Everyday Banking (FAIS)

Job Summary

• To follow the six steps of financial planning executing the role of a FAIS licensed financial adviser, introduce the adviser and services, conduct Financial Needs Analysis (FNA) in Investment, Life Insurance, and Estate Planning, and make recommendations based on the FNA.
• To address single or multiple needs identified, present advisory recommendations under the licenced categories and Absa approved product(s). On client acceptance, implement the advice through Absa’s new business processes.
• To conduct regular reviews of client needs to assess continued suitability of implemented solutions, propose changes and new needs as appropriate.
• To maintain Fit and Proper status enabling services under an Absa advice license.

Key Accountabilities

Accountability: Professional Relationship

• Participate in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new o...