Financial Adviser AIFA (FAIS) Pipelining

Posted 6 Days Ago
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Lephalale, Waterberg, Limpopo
Entry level
Financial Services
The Role
The Financial Adviser will support day-to-day operations by sourcing clients, ensuring customer satisfaction, managing sales and growth targets, and verifying commission statements. This role requires adherence to standard operating procedures and effective communication with bank staff and clients.
Summary Generated by Built In

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 Utilization: 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)

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

The Company
HQ: Johannesburg
39,055 Employees
On-site Workplace
Year Founded: 2018

What We Do

Absa Group Limited (Absa) has forged a new way of getting things done, driven by bravery and passion, with the readiness to realise growth on the African continent and beyond.

We’re a truly African brand, inspired by the people we serve in Botswana, Ghana, Kenya, Mauritius, Mozambique, Seychelles, South Africa, Tanzania, Uganda, and Zambia. We also have representative offices in China, Namibia, Nigeria and the United States, as well as securities entities in the United Kingdom and the United States, along with technology support colleagues in the Czech Republic.

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