will be implemented & tested. FIT-To-Template: · Conduct all FIT/GAP workshops & introduces the processes to markets. · Ensure that Fit-to-Template workshops result in FITs or pre-evaluated GAPs. · Organises centrally provided documentation approach (e.g., Process FIT) · Ensures that the required data collection sheets
client based in Phoenix that specializes in the Fitness Industry is looking for Junior Accountant to join
Must be able to obtain a Certificate of Medical Fitness.
FAIS Credits (as per FAIS requirement) - Must be Fit & Proper in terms of the FAIS Act - Must not
FAIS Credits (as per FAIS requirement) - Must be Fit & Proper in terms of the FAIS Act - Must not
all market related ADHOC groups, Tour Series and FIT requests Capture and confirm bookings in Tourplan sent out Successfully run groups, tour series, and FIT booking Compile welcome pack documents Create co-pilots
all market related ADHOC groups, Tour Series and FIT requests Capture and confirm bookings in Tourplan sent out Successfully run groups, tour series, and FIT booking Compile welcome pack documents Create co-pilots
all market related ADHOC groups, Tour Series and FIT requests Capture and confirm bookings in Tourplan sent out Successfully run groups, tour series, and FIT booking Compile welcome pack documents Create co-pilots
all market related ADHOC groups, Tour Series and FIT requests Capture and confirm bookings in Tourplan sent out Successfully run groups, tour series, and FIT booking Compile welcome pack documents Create co-pilots
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