Re5Job search results in: Finance jobs

vice 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 Trai

cal.QualificationsEducation and ExperienceMatric3 years working experience in the Financial IndustryRE5 (advantageous)Knowledge of MS Office SuiteExcellent Communication skills (verbal and written)Ter

ions & RequirementsMinimum Qualification - Relevant NQF level 7 FSCA approved bachelor's degree.RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential.Preferred Q

Client Compliance Administrator (12 month FTC)Johannesburg and Cape Town Northern SuburbsDegree and RE5 preferredMin 3 years experience in Financial Services in a Compliance, Client Onboarding, KYC/FI

ssessments, and portfolio adjustments.RequirementsTo thrive in this role, you should have: Matric + RE5 certification (NQF 5 with 120 credits is preferred) Minimum 2 years of experience in financial s

risk management within the insurance industryMinimum of 1 years experience in a similar roleRE1 and RE5 qualificationsFluency in both Afrikaans and EnglishProven ability to conduct compliance audits a

ed qualification as per the FSCA qualification listFAIS Regulatory examination for Representatives (RE5)12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD

ribute to building and maintaining relationships. Education And ExperienceMatric (Grade 12).RE1 and RE5. 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.Class of Busines

t.QualificationsMinimum RequirementsMatricNQF6 - National DiplomaFinance/Certificate in BankingFAIS RE5 Completed within allocated time - lines as prescribed by FSCARecognized as per FSCA Relevant Fin

(IFRS)Job descriptionClient Services AdministratorSandton and Cape Town Northern SuburbsDegree and RE5 Min 2 years experience in investment administration/wealth management Send CVs to: hilda@movingh

ndustry experience of which minimum of 3 years in actual Claims environment.Regulatory Examination (RE5)Full Short term Insurance qualification (FETC NQF4)Knowledge Relevant systems knowledge CIMSComp

skillsQualifications And ExperienceMinimumWealth management qualification with at least 120 creditsRE5 qualificationAt a minimum 2 years experience as a Financial AdvisorBeneficialUnderstanding of Fi

rategy.Strong regulatory and structuring knowledge (KI qualification or willingness to complete RE1/RE5).Commercial mindset with strong business development skills.Duties and Responsibilities Sales &a

uality outputs within agreed deadlines.You Will Be An Ideal Candidate If YouMinimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or AccountingExperience - 2 to 3 years experienc

f additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA - approved qualification will be advantageous.Other RequirementsA valid drivers licenc

e in a sales or marketing capacityExperience within insurance branches an advantageMatric (Grade 12)RE5 advantageousFAIS Compliant (Wealth Management) as per DOFA requirements.Class of Business traini

f additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA - approved qualification will be advantageous.Other RequirementsA valid drivers licenc

ecommendationsRequirements:Matric is a must!Tertiary qualification an advantage2 years' Financial Advisory or sales experienceRE5 and FAIS qualifications an advantageOwn transport and drivers' license

cal.QualificationsEducation and ExperienceMatric2 years working experience in the Financial IndustryRE5 (advantageous)Knowledge of MS Office SuiteExcellent Communication skills (verbal and written)Ter

ssessments, and portfolio adjustments.RequirementsTo thrive in this role, you should have: Matric + RE5 certification (NQF 5 with 120 credits is preferred) Minimum 2 years of experience in financial s

rade 12 Fully computer literate (MS Word, Excel and Outlook)NQF 4 Short - term insurance certificateRE5 certificateClass of businessProduct training completedA minimum of 10 years short - term insuran

ribute to building and maintaining relationships. Education And ExperienceMatric (Grade 12).RE1 and RE5. 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.Class of Busines

ng of data.Minimum Qualification And ExperienceMinimum Qualification Grade 12 / Standard 10 / NQF 4 RE5 Certificate Fully FAIS Accredited (As per Dofa date)Minimum ExperienceExperience of more than 2

inancial Planning Law / Financial Sciences / Investment Management) or BCom (Economics) or BBA / BScRE5 (Advantageous)0 2 financial services experienceComputer literacy (MS Office) Skillset Required:

years as a Motor Fleet insurance broking or as a Motor Fleet insurance underwriter. FAIS compliant: RE5 as well as 120 credits at NQF level 5 (or relevant degree).and be up to date with CPD hours. Pro

ytics and Investment Planning/ Risk Management) or BCom (Economics) / NQF4 or 5 Short Term InsuranceRE5 will be advantageousProficient in both spoken and written English and at least one other of the

gree and PPS membership would be preferablyCertified Finance Planner would be advantageousCompleted RE5 (Representative) certificateCompleted RE1 (Key Individual) certificateKnowledge And ExperienceAt

istrative process.RequirementsMatric or an equivalent NQF4 qualificationLLB Degree / Law certificateRE5, Risk Management or Compliance qualification will be beneficialAdministrator experience will be

gree and PPS membership would be preferablyCertified Finance Planner would be advantageousCompleted RE5 (Representative) certificateCompleted RE1 (Key Individual) certificateKnowledge And ExperienceAt

erwriting mandates and compliance with all legislative and licensing requirements.RequirementsMatricRE5NQF level 5Further tertiary qualification advantagesAt least 10 years Marine experience as a Seni

anguages preference will be Afrikaans spoken.Computer literacy (MS Office) Additional requirements: RE5 Competencies required: ResilientTeamworkOrganising and planning and good reception abilitiesClie

xperience, preferably in an outbound telesales environment PC literacy, email, word, excel NQF5 and RE5 qualification Advantageous Requirements Minimum 1 year health product knowledge Discovery Health

lanning (essential)Certified Financial Planner (CFP) or studying towards CFPRegulatory FAIS Exams - RE5 (essential)Minimum Experience Level3 - 5 years related experience in Financial Planning/Wealth M

ribute to building and maintaining relationships. Education And ExperienceMatric (Grade 12).RE1 and RE5. 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.Class of Busines

ribute to building and maintaining relationships. Education And ExperienceMatric (Grade 12).RE1 and RE5. 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.Class of Busines

erwriting mandates and compliance with all legislative and licensing requirements.RequirementsMatricRE5NQF level 5Further tertiary qualification advantagesAt least 10 years Marine experience as a Seni

(Advice and Intermediary Service):FSCA - Approved QualificationRegulatory Exam for Representatives (RE5)Experience As Per the FAIS ActProduct Specific Training once OnboardedClass Of Business Training

f additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA - approved qualification will be advantageous.Other RequirementsA valid drivers licenc

l is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionRE5 (Advantageous)This role manages a team of financial and client relations consultants and all pro

ence Qualifications NQF5 in Wealth Management of Financial Planning / 120 FAIS credits (preferable) RE5 (preferable) Experience Relevant financial services industry experience Proven sales record Soun

um RequirementsGrade 12 NQF Level 4 Full qualification (short - term insurance) as set by regulationRE5 successfully completed5 years short - term insurance experience in commercial lines DOFA confirm

Accredited Equivalent (Essential); Short - term Insurance Certificate (NQF4) (Essential); FAIS and RE5 qualification (Advantageous)Experience2 - 3 year telephonic sales experience (Essential); Experi

redits/Full Insurance Qualifications (depending on Dofa) Financial Services Board Regulatory Exams (RE5) completed Must have your own reliable transport Valid code B drivers licenseMinimum Experience

any ad - hoc requirements as requested by the Retail Branch Manager. QualificationsMatric (Grade 12)RE5 advantageousFAIS Compliant (Wealth Management) as per DOFA requirements.Class of Business traini

nuous professional development.What do we need from you?Grade 12 (Matric) certificateFAIS complianceRE5 an advantageA clear criminal and credit checkA minimum of 3 years working experience (preferably

ifications 3 - 5 years medical scheme industry experience (required) Business degree (advantageous) RE5 (preferable) NQF5 in Wealth Management of Financial Planning / 120 FAIS credits (preferable) Kno

ence in financial services (e.g., sales, client service, or advisory roles) Regulatory Examination (RE5) completed or in progress if you've worked in the industry Valid driver’s licence and reliable v

e in a sales or marketing capacityExperience within insurance branches an advantageMatric (Grade 12)RE5 advantageousFAIS Compliant (Wealth Management) as per DOFA requirements.Class of Business traini

dations from existing customers.EducationGrade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business product knowledge (Essential)Experience2 - 3 year t

ed qualification as per the FSCA qualification listFAIS Regulatory examination for Representatives (RE5)12 CPD (continuous professional development) pointsMinimum of 3 years' experience in selling sho

d ExperienceRelevant Bachelors degree or equivalent - insurance, law or risk management a preferenceRE5 and Short - term insurance qualification is a preferenceMinimum 5 to 7+ years experience in the

l, word, excel Advantageous Requirements Discovery Health Knowledge Tertiary qualification NQF5 and RE5 qualification EMPLOYMENT EQUITYThe Companys approved Employment Equity Plan and Targets will be

d ExperienceRelevant Bachelors degree or equivalent - insurance, law or risk management a preferenceRE5 and Short - term insurance qualification is a preferenceMinimum 5 to 7+ years experience in the

nowledge is an advantage PC literacy, email, word, excelTertiary qualification an advantageNQF5 and RE5 qualificationEMPLOYMENT EQUITYThe Companys approved Employment Equity Plan and Targets will be c

e in commerce or related field essential.CFP and/or investments related honours degree an advantage.RE5. ExperienceAt least 3 to 5 years experience within the IFA, investment or linked product markets

f additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA - approved qualification will be advantageous.Other RequirementsA valid drivers licenc

dvice 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 Train

f additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA - approved qualification will be advantageous.Other RequirementsA valid drivers licenc

nd financial regulations Requirements: Relevant finance or financial planning qualifications (e.g., RE5 certification, CFP designation, FAIS credits) A clear credit record Experience in financial advi

ribute to building and maintaining relationships. Education And ExperienceMatric (Grade 12).RE1 and RE5. 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.Class of Busines