Financial Adviser (FAIS)
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About The Position
The role of a FAIS licensed financial adviser involves executing the six steps of financial planning. This includes making a professional introduction to clients, conducting a Financial Needs Analysis (FNA) in areas such as Investment, Life Insurance, and Estate planning, and making recommendations based on the FNA. The adviser must present advice under the license categories for which they are accredited, using Absa approved products that meet client needs. Upon client acceptance, the adviser implements the accepted advice through Absa's processes and conducts regular reviews to assess the suitability of the solutions provided. Maintaining ongoing Fit and Proper status is essential for offering services under an Absa advice license.
