Adviser AIFA: Everyday Banking (FAIS)

Full-time Creative

## Adviser AIFA: Everyday Banking (FAIS)Applylocations: Grahamstowntime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 31, 2026 (21 days left to apply)job requisition id: R- ### **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**- 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 planning. Based on the concluded FNA to make recommendations - To addr...