Call Centre Agent Training Provided Jobs in Ysterplaat, Western Cape

Ysterplaat

Market related

identify and address potential compliance issues, providing guidance to the leadership team to maintain a collaborate with various departments to educate and train employees on compliance requirements. Your commitment Fund Selection and Withdrawal cases to various providers

Maintaining and Administering the Representative Managers

Ensuring all New Wealth Managersare provided with a "Starter Pack" (e.gRep Disclosures contracts including terms of business with various providers

Ongoing compliance monitoring and onboarding

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Compliance Administrator

Ysterplaat

Market related

for the company by ensuring that advisors are providing suitable advice to clients, according to client Fund Selection and Withdrawal cases to various providers

Maintaining and Administering the Representative Managers

Ensuring all New Wealth Managersare provided with a "Starter Pack" (e.gRep Disclosures sting new Para-planners with pre-checking and training on Client Advice Records

Assisting terms terms of business with various Product Providers

Assisting re-allocation of clients when a Private

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