Financial Adviser AIFA: Everyday Banking (FAIS)

Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary Key Requirements: Minimum 2-3 years Financial Planning / Advice in Long-term Insurance and investment NQF 5 FSB approved qualification (120 FAIS Credits) RE 5 Certification Fit and proper for typical license categories - To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations - To address s...