A

Absa Group

Experienced Financial Adviser - FAIS Fit & Proper

Wealth Management & Financial AdvisoryUpdated on Nov 15
Full-timeRustenburg, South Africa

About the Job

Requirements

  • FAIS Fit & Proper compliance is mandatory.
  • RE5 certification is essential.
  • At least 3–5 years of experience as a Financial Adviser or in a similar advisory role is required.
  • A proven track record of meeting or exceeding sales targets is required.
  • Own reliable transport is required.
  • A Further Education and Training Certificate in Business, Commerce and Management Studies is required.

Responsibilities

  • Provide holistic financial planning and advisory services.
  • Manage and grow an existing client portfolio, if applicable.
  • Proactively source and convert new business opportunities.
  • Deliver tailored investment, risk, and insurance solutions.
  • Maintain long-term client relationships through client service.
  • Ensure compliance with FAIS and regulatory requirements.
  • Stay informed on market trends and product developments.

Desired Qualifications

  • An established client base is advantageous.
  • Strong business development and networking capability is desired.
  • Strong communication, negotiation, and closing skills are desired.

About the Company

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Not listed
Founded
Not listed

Recently Posted Jobs

Explore more opportunities at Absa Group

See more jobs