Financial Adviser Aifa: Everyday Banking

Job Summary

Job Description 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 single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved product(s) that are deemed will meet the needs of the client. O...