goals with team members. RE5 Certificate and full FAIS credits. Bachelor's degree in business administration of long-term insurance industry. Experience in Individual Life Insurance products. Business and Operational
goals with team members. RE5 Certificate and full FAIS credits. Bachelor's degree in business administration of long-term insurance industry. Experience in Individual Life Insurance products. Business and Operational
dispensed in the business is and report to the Key Individual Team on the outcomes and how this risk is managed Partner Compliance Dashboard to highlight elements of key risks identified Participation in the Advice Risk risk Monthly / quarterly reporting to the Key Individuals and relevant stakeholders Manage Partner Monitoring requirements, implementation and application of FAIS, Risk Based Approach towards Customer Due Diligence
dispensed in the business is and report to the Key Individual Team on the outcomes and how this risk is managed Partner Compliance Dashboard to highlight elements of key risks identified Participation in the Advice Risk risk Monthly / quarterly reporting to the Key Individuals and relevant stakeholders Manage Partner Monitoring requirements, implementation and application of FAIS, Risk Based Approach towards Customer Due Diligence
financial markets knowledge preferred.
Trusts and Compliance Administrator to assist with FAIS and other legal compliance administration of trusts Completed Grade 12. Relevant legal/ compliance or FAIS-related certification preferred. 1 or more years
proficient and experienced individual. The key duties of the individual would be to maintain general
incumbent would also manage two junior team members. Key to this role is a passion for investments coupled (strongly preferred) / Certified Financial Planner (CFP) FAIS Compliant. Proven experience as a Wealth and Investment
incumbent would also manage two junior team members. Key to this role is a passion for investments coupled (strongly preferred) / Certified Financial Planner (CFP) FAIS Compliant. Proven experience as a Wealth and Investment
selling Experience and Qualifications Matric/Grade 12 FAIS Credits (min 30 credits in short term insurance qualification list/not essential. Training will be given FAIS Regulatory examination for Representatives (RE5)