Financial Adviser AIFA: Everyday Banking - Potchefstroom

Only for registered members Potchefstroom, South Africa

1 month ago

Default job background
Full time

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.


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