Financial Adviser AIFA (FAIS) - Hermanus 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 (Consultants,

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)