Everyday Banking (FAIS) - Randfontein — Absa South Africa

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 p