Financial Adviser AIFA: Everyday Banking (FAIS)

Empowering Africa’s tomorrow, together…one story at a time.

Job Summary

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

• To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the services offered by the adviser. Upon client approval the adviser may conduct a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA to make recommendations
• To address single or multiple needs identified on behalf of the client. Advice recommendations will must be presented under the license categories for which the adviser is accredited Absa approved ...