Financial Adviser Aifa (Fais)

Empowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryProvide specialist advice and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).Job DescriptionSource Utilisation: Obtain walk-in client or data leads from the Bank staff in the branches.Customer Experience: To provide service excellence and achieve customer satisfaction.Risk and Control: Ensure that processes, control requirements and risk management frameworks that impact the area are documented and understood.Manage Sales and Growth Targets: Capture the correct Policy Relevant Information (PRI) number on the EBankpac system on a monthly basis and check the accuracy of the commission statements received from the AIFA Commissions department. Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements.FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):FSCA-Approved QualificationRegulatory Exam for Representatives (RE5)Experience As Per the FAIS ActProduct Specific Training once OnboardedClass Of Business TrainingContinuous Professional DevelopmentAttest To Honesty, Integrity, and Good StandingEducationBachelor's Degrees and Advanced Diplomas: Accounting, National Senior Certificate/ Matric (Grade 12)
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