Financial Advisor Consultant (FAC)
The Financial Advisor Consultant (FAC) plays a key support role in the financial advisory process by enabling Financial Advisors (FAs) to focus on client interaction and sales. The FAC is responsible for managing the advisor’s diary, preparing files for meetings, handling all related sales administration, and ensuring the successful conversion of leads and appointments into new business […]
Financial Advisor – Investments
The Financial Advisor – Investments is responsible for providing expert investment advice and financial planning services to clients. This includes assessing clients’ financial goals and risk profiles, developing tailored investment strategies, and maintaining long-term advisory relationships. The Advisor must operate within the framework of the Financial Advisory and Intermediary Services (FAIS) Act and FSP compliance guidelines.The role […]
