in a Bank Marketing experience (preferrable) FAIS-RE5 certificate BCom Finance/Accounting In-depth knowledge
Paraplanner or compliance experience ideally suited Re5 – advantage In-depth Excel and Excel formula experience
understanding of the insurance industry
data/documentation is obtained and captured. Matric, RE5 and FAIS Credits (as per FAIS requirement- non negotiable)
data/documentation is obtained and captured. Matric, RE5 and FAIS Credits (as per FAIS requirement- non negotiable)
important. Grade 12 (Matric) certificate FAIS compliance RE5 an advantage Valid Driver's licence Clear criminal
important. Grade 12 (Matric) certificate FAIS compliance RE5 an advantage Valid Driver's licence Clear criminal
role CISI level two or equivalent qualification (RE5 being the South African equivalent) Financial planning
role CISI level two or equivalent qualification (RE5 being the South African equivalent) Financial planning