Financial Adviser

Website Absa Group Limited

Job Description:

Proven track record in Investment Advice, Holistic Financial Planning and Estate Planning.

Job Responsibilities:

  • Source Utilisation: Obtain walk in client or data leads from the Bank staff in the branches (Consultants,
  • To provide service excellence and achieve customer satisfaction
  • Ensure that staff members where applicable, i.e. Planner Assistants have a clear | Manage Sales & Growth
  • Capture the correct Policy Relevant Information (PRI) number on the EBankpac system On a monthly basis, 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

Job Requirements:

  • Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)

Job Details:

Company: Absa Group Limited

Vacancy Type: Full Time

Job Location: Umhlanga, KwaZulu-Natal, South Africa

Application Deadline: N/A

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