Financial Adviser Aifa

4 weeks ago

Secunda, South Africa Absa Bank Limited 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

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

**Job Description**:
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 statements | : | : | : |:
Education

Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (required)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_

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