and risk appetite; ensuring that all advisors are Fit and Proper, and relevant documentation is completed Competency Register (e.g. CPD and Supervision tracking) Fit and Proper checks for New Wealth Managers Ensuring
Resilience. Ability to obtain a Certificate of Medical Fitness.
highly advantageous Must be compliant with FAIS Fit and Proper requirements with track-record of working
highly advantageous Must be compliant with FAIS Fit and Proper requirements with track-record of working
FAIS Credits (as per FAIS requirement) - Must be Fit & Proper in terms of the FAIS Act - Regulatory
credit limit increase and decrease strategies Ensure fit for purpose monitoring Accurate reporting for all
credit limit increase and decrease strategies Ensure fit for purpose monitoring Accurate reporting for all
chatbot, message sends etc.) Develop new reports to fit client needs. Reconciling spends for reports Expedite
chatbot, message sends etc.) Develop new reports to fit client needs. Reconciling spends for reports Expedite
experience in selling long term insurance products. Fit and proper requirements apply. We offer Performance