Financial Adviser AIFA

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

Provide specialist advice and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).

Job Description

• Source Utilization: Obtain walk-in client or data leads from the Bank staff in the branches (Consultants).
• Customer Experience: Provide service excellence and achieve customer satisfaction.
• Risk & Control: Ensure that staff members, where applicable, i.e., Planner Assistants, have a clear understanding of their responsibilities.
• 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 and verify that all the PRI numbers reconcile to the commission paid and reflected on the statements.

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 the 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.