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Talent Pipelining: Financial Adviser AIFA (FAIS)

Employer
Absa Group
Location
Johannesburg Johannesburg, Gauteng Gauteng, South Africa
Salary
Competitive
Closing date
Apr 22, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Bring your possibility to life! Define your career with us

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

Proven track record in Investment Advice, Holistic Financial Planning and Estate Planning.

  • Source Utilisation: Obtain walk in client or data leads from the Bank staff in the branches (Consultants).
  • Customer Experience: To provide service excellence and achieve customer satisfaction
  • Risk & Control: Ensure that staff members where applicable, i.e., Planner Assistants have a clear
  • Manage Sales & Growth Targets: Capture the correct Policy Relevant Information (PRI) number on the EBankpac system on a monthly basis, check the accuracy of the commission statements received from the AIFA Commissions department. Verify that all the PRI numbers reconcile to the commission paid and reflected on the statement.

Requirements
  • Minimum 120 FAIS credits qualification a must
  • RE5 certificate a must
  • CPF qualification an added advantage

Education

Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised

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