Financial Adviser AIFA: Everyday Banking (FAIS)

Key Requirements

• Minimum 2-3 years Financial Planning / Advice in Long-term Insurance and investment
• NQF 5 FSB approved qualification (120 FAIS Credits)
• RE 5 Certification
• Fit and proper for typical license categories

Key Accountabilities

• Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff)
  • Participate in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new or repeat business, and fully utilising Absa’s bancassurance structure.
  • Assess client’s needs through use of recommended needs analysis tools, ensuring that the client is aware of the full value proposition offered by AIFA.
  • Prepare recommendation and quote for appropriate risk and investment solutions based on the client’s individual needs and profile.
  • Present ...