Absa Group

Financial Adviser (Fais)


PayCompetitive
LocationVereeniging/Gauteng
Employment typeFull-Time

This job is now closed

  • Job Description

      Req#: R-15969709

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

      With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

      Job Summary

      Provide specialist advise and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).

      Job Description

      Source Utilisation: Obtain walk in client or data leads from the Bank staff in the branches. | Customer Experience: To provide service excellence and achieve customer satisfaction. | Risk and Control: Ensure that processes, control requirements and risk management frameworks that impact the area are documented and understood. | Manage Sales and Growth Targets: Capture the correct Policy Relevant Information (PRI) number on the EBankpac system on a monthly basis and check the accuracy of the commission statements received from the AIFA Commissions department. Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements.

      FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):
      FSCA-Approved Qualification
      Regulatory Exam for Representatives (RE5)
      Experience As Per the FAIS Act
      Product Specific Training once Onboarded
      Class Of Business Training
      Continuous Professional Development
      Attest To Honesty, Integrity, and Good Standing

      Education

      Bachelor`s Degrees and Advanced Diplomas: Accounting, National Senior Certificate/ Matric (Grade 12)

      Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

      Absa Bank Limited reserves the right not to make an appointment to the post as advertised

  • About the company

      Absa Group Limited, and originally Amalgamated Banks of South Africa, is a South African-based financial services group, offering personal and business banking, credit cards, corporate and investment banking, wealth and investment management, as well a...

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