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Professional Financial Planning Services

1 week ago

Durban, KwaZulu-Natal, South Africa Absa Group Full time
Company Overview

Absa Group is a leading financial institution that provides a wide range of financial services to its clients. With a rich history spanning over 100 years, we have established ourselves as a local bank with regional and international expertise.

Our Values

  • We empower Africa's tomorrow by providing innovative financial solutions to our clients.
  • We strive to create long-term value for our stakeholders by delivering exceptional service and expertise.
  • We are committed to building strong relationships with our clients, colleagues, and communities.

Why Join Us?

As a Financial Adviser at Absa Group, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional customer service and achieving outstanding results. You will also benefit from our comprehensive training and development programs, which will help you grow your skills and knowledge in financial planning and advice.

Key Responsibilities

  • Provide expert financial guidance and advice to clients, helping them to achieve their financial goals and objectives.
  • Build and maintain strong relationships with clients, understanding their financial needs and developing personalized financial plans to meet those needs.
  • Stay up-to-date with market trends and regulatory changes to provide informed advice to clients.
  • Work closely with internal stakeholders to ensure seamless delivery of products and services.
  • Meet or exceed sales targets and revenue growth objectives.

Requirements and Qualifications

  • Bachelor's degree in Business, Commerce, or related field.
  • Minimum 2-3 years of experience in financial planning or a related field.
  • FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service): FSCA-Approved Qualification, Regulatory Exam for Representatives (RE5), Experience As Per the FAIS Act, Product Specific Training once Onboarded, Class Of Business Training, Continuous Professional Development, Attest To Honesty, Integrity, and Good Standing.
  • Further Education and Training Certificate (FETC) in Business, Commerce, and Management Studies.
  • Possess excellent communication, interpersonal, and problem-solving skills.
  • Demonstrate a strong ability to work independently and as part of a team.