Financial Adviser AIFA: Relationship Banking Investment (FAIS)Absa Group Limited • Worcester, Western Cape, South Africa
Financial Adviser AIFA : Relationship Banking Investment (FAIS)
Absa Group Limited • Worcester, Western Cape, South Africa
1 day ago
Job descriptionAccountability : 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 recommendation to clients, ensuring that all FAIS regulations are followed regarding advice given. Follow all the steps in the designated client engagement process as specified by Absa Advisers. Provide regular feedback to the Regional Manager on actions taken to progress the lead to business. Network, on an ongoing basis, with all stakeholders in Relationship Banking (PGM’s and Regional Managers) and elsewhere by attending their meetings and social gatherings to position the Absa Advisers\' value proposition to the Bank and to the clients Accountability : Meet sales and / or growth targets Do activity planning by identifying the clients to be approached / contacted during a particular period in conjunction with Relationship Advice Executive. Using the leads information provided by the source and or Regional Manager listings, as well as leads sourced through own prospecting activities and determine the client\'s financial needs. Make exclusive use of Absa’s Financial Needs Analysis tool to conduct a comprehensive Financial Needs Analysis for the client. Obtain the client\'s consent to access his / her existing policy information by getting him / her to sign the relevant documents to get a comprehensive view of the client\'s financial needs. Discuss various possible solutions and options available with the client and thereafter recommend the most appropriate products and or solution(s) to address financial needs. Generate and discuss a formal recommendation including product quote(s) for the client. On acceptance of part or all the advice recommendations, complete the necessary product application forms and ensure that the client signs the forms to indicate his / her consent to engage in a transaction(s). Gather, generate, and complete all the necessary compliance documentation (e.g., Client Advice Record, copy of ID, Financial Needs Analysis, FICA). Submit the proposal forms to the relevant product providers for processing. Ensure that the issued policy aligns to the recommended product. Review the client\'s portfolio at a minimum of once a year and contact the client based on the adviser and client agreed contact strategy to maintain a healthy client relationship. Provide a report back to the Regional Manager and Relationship Banking stakeholders on the strike rate (i.e., the number of leads provided that were converted to business) where applicable. Seek business opportunities from external sources as necessary to grow the book of business and reciprocate leads to Regional Managers and PGM’s. Accountability : Manage own commission earnings Capture the correct Policy Relevant Information (PRI) number on the Commission system. On a monthly basis, check the accuracy of the commission statements received from the Broker Commissions department. Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements Keep the client database up to date by ensuring that new clients are added to the database. Follow up on unpaid premiums and lapses by contacting the clients to establish the reasons for the problems Manage the suspense account timeously by clearing it on the system at month end. Ensure that staff members (Adviser Assistants) have a clear understanding of their roles and responsibilities within the adviser practice. Further Education and Training Certificate (FETC) : Business, Commerce and Management Studies (Required)
Job title : Financial Adviser AIFA : Relationship Banking Investment (FAIS)
Job Location : Western Cape, Worcester
Deadline : November 30, 2025
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Job Summary
To identify the long term (life) risk and give advice to clients on their life assurance needs using the limited architecture framework. To provide solutions for the client\'s long term insurance and financial planning needs by regularly reviewing the client\'s portfolio in order to build a sustainable broker practice
Job Description
Accountability : Practice Management
Education
End Date : November 30, 2025
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Financial Adviser • Worcester, Western Cape, South Africa
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