Financial Adviser Aifa: Everyday Banking (fais)

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