Financial Adviser (Fais) (George)

Job title : Financial Adviser (FAIS) (George)
Job Location : Western Cape,

Deadline : December 15, 2024

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Job Summary Provide specialist advise and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).
Job Description Source 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 Qualification Regulatory Exam for Representatives (RE5) Experience As Per the FAIS Act Product Specific Training once Onboarded Class Of Business Training Continuous Professional Development Attest To Honesty, Integrity, and Good Standing
Education Bachelor`s Degrees and Advanced Diplomas: Accounting, National Senior Certificate/ Matric (Grade 12)  

Accounting / Financial Services  jobs