Financial Planner

3 days ago


Umhlanga, KwaZulu-Natal, South Africa Absa Group Full time
About the Role

The Absa Group is seeking a highly skilled and experienced Financial Planner to join its team. As a key member of our organization, you will be responsible for establishing and maintaining professional relationships with clients, colleagues, and stakeholders.

Job Description:

  • Assess client needs through recommended needs analysis tools and ensure they are aware of the full value proposition offered by AIFA.
  • Prepare recommendations and quotes for risk and investment solutions based on the client's individual needs and profile.
  • Present recommendations to clients, following all FAIS regulations regarding advice given.
  • Manage own commission earnings, capturing correct Policy Relevant Information (PRI) numbers and verifying commission statements.

Requirements:

A minimum of 2-3 years' financial planning experience is required, along with FAIS Fit and Proper Requirements Applicable to this Role.


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