documentation is completed as required by the FAIS Act, FICA Act and relevant legislation; Obtaining Client Authorities the employee is required to complete and pass the FICA assessment. Assisting clients in going from blue products and/or Banking Products Ensure FAIS and FICA standards are adhered to when dealing with customer
documentation is completed as required by the FAIS Act, FICA Act and relevant legislation; Obtaining Client Authorities the employee is required to complete and pass the FICA assessment. Assisting clients in going from blue products and/or Banking Products Ensure FAIS and FICA standards are adhered to when dealing with customer
Advice (ROA) and FNA mirror one another. GENERAL ADMIN Checking and updating of client contact details 190 (2017) Treating Customers Fairly (TCF) POPI FICA DIT Portal courses to be done weekly Attendance
Advice (ROA) and FNA mirror one another. GENERAL ADMIN Checking and updating of client contact details 190 (2017) Treating Customers Fairly (TCF) POPI FICA DIT Portal courses to be done weekly Attendance
products and/or Banking Products Ensure FAIS and FICA standards are adhered to when dealing with customer
products and/or Banking Products Ensure FAIS and FICA standards are adhered to when dealing with customer
managing their online diary (with support from the admin team) • Must be computer literate - Software used: requires strong inter-personal, organisational, admin and multi-tasking skills. • Must be fluent in English
managing their online diary (with support from the admin team) • Must be computer literate - Software used: requires strong inter-personal, organisational, admin and multi-tasking skills. • Must be fluent in English