Financial Adviser AIFA (FAIS) - Bedfordview at Absa Group Limited (Absa)

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 & Control: Ensure that staff members where applicable, i.e. Planner Assistants have a clear 
• Manage Sales & Growth Targets: 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 

Education

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