Job Description

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

The following outlines the key responsibilities and expectations for the role of a FAIS licensed financial adviser.

Job 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

Responsibilities

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 an...

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