Job Title: Trainee Financial Adviser-Life (AIFA)(CC) - 00066958
Primary Location
:ZA-Gauteng
Job Type
:Permanent
Posting Range:23/05/2012 - 22/06/2012
Description
Job Purpose
To undergo a structured training programme in order to become a Professional Financial Adviser and whilst under the supervision of the appointed Manager, to deliver financial advice to the Absa Customer Base
Key Responsibilities
• Understand the Banking environment and to build a drive strong relationships with Bank colleagues
• Campaign leads within the bank by actively driving and participating in campaigns in the Bank
• Receive leads electronically and analyse each lead for viability of potential client
• Make telephonic contact with the client to set up a meeting within the specified timeframes per the leads campaign agreement
• Seek guidance from the appointed Manager on how to assess the client's portfolio and identify possible gaps
• Disclose the relevant information related to e.g. your qualifications in terms of FAIS, products you are licensed to sell
• Provide file consisting of record of Financial Needs Analysis, details of information shared with client during consultation and proof of business concluded to the appointed Manager
• Record the outcome of the lead engagement on the appropriate electronic system
• Establish networks by attending meetings and social gatherings, with the appointed Manager
• Follow the steps in the designated client engagement process as specified
• Establish and define a professional relationship with the client according to requirements as received from the appointed Manager
• Conduct a full client portfolio investigation
• Analyse and evaluate the clients' financial status
• Develop and present financial planning recommendations and alternatives
• Implement the financial planning recommendations
• Monitor the financial planning recommendations
• Draft a client contact plan that forms the basis of practice management
• Provide feedback on progress by means of regular reports, formal and informal coaching session
• Capture the correct Policy Relevant Information (PRI) number on the system
• Check the accuracy of the commission statements received from the AIFA Commissions department
• Follow up on unpaid premiums and lapses
• Manage the suspense account
• Complete ongoing Developmental Assessments throughout the training
• Attend training as prescribed by the Adviser Academy and duly contracted with the appointed Manager
• Complete exams as per the Bank's requirements within the prescribed time frame
• Develop a business development plan in conjunction with the appointed Manager
• Ensure that FAIS Fit and Proper status is maintained
• Acquire clients through personalized marketing techniques
• Develop own referral plan by gathering relevant knowledge and understanding of market segmentation, under the guidance of the appointed Manager
• Conduct activity planning in conjunction with appointed Manager
• Apply principles of practice management with the guidance of the appointed Manager
Competencies
• Deciding and initiating action
• Relating and networking
• Persuading and influencing
• Analysing
• Delivering results and meeting customer expectations
• Following instructions and procedures
• Coping with pressure and setbacks
• Achieving personal work goals and objectives
General
The appointment will be made in line with the Divisional Employment Equity strategy
Qualifications
Minimum Requirements
• Grade 12 or equivalent NQF level 4 or higher
• Two (2) years financial industry experience or relevant qualification in business or law at a NQF level 5
• Learners licence
• Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet
• No criminal record
Preferred Requirements
• B Degree Commerce or Law or equivalent NQF level 6 or higher qualification
• A valid driver's licence
• Own reliable transport
• Preference will be given to South African Citizens and Permanent residents of South Africa in possession of proof of permanent resident status
How to Apply:
https://barclays.taleo.net/careersection/absa_external/jobdetail.ftl
Deadline: 22nd June 2012
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