Adviser of Investment Solutions

2 days ago


London, Greater London, United Kingdom Absa Group Full time
Job Description:
We are seeking an experienced Financial Planning Administrator to join our team at Absa Group Limited. The successful candidate will be responsible for executing the six steps of financial planning, including conducting a comprehensive Financial Needs Analysis (FNA) and recommending suitable risk and investment solutions to clients.

You will also be accountable for establishing and maintaining professional relationships with all stakeholders, including clients, bank personnel, product providers, and adviser support staff. Additionally, you will be expected to participate in reciprocal leads activities, sales/pipeline meetings, and other initiatives to identify opportunities for new or repeat business.

We are looking for an individual who is passionate about delivering exceptional results and has a proven track record in financial planning. If you have a keen eye for detail, excellent communication skills, and a commitment to ongoing professional development, we want to hear from you

The estimated salary for this role is approximately R350,000 per annum, depending on experience and qualifications.

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