FAIS

Telephonically meet sales and/or growth targets. Personal Development: Manage own broker practice. FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service): FSCA - A

. Telephonically meet sales and/or growth targets. Personal Development: Manage own broker practice.FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):FSCA - Ap

s gaps and recommends corrective measures to mitigate risk.Provide input into internal and external FAIS auditors to provide evidence that the FAIS supervision requirements are adhered to.Ensure the f

y African group.Job SummaryTo follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser a

ollective Investment Schemes Control Act (CISCA), Financial Advisory and Intermediary Services Act (FAIS), Financial Intelligence Centre Act (FICA), Protection of Personal Information Act (POPIA), and

all the relevant information to the client as required by the relevant legislative frameworks (e.g. FAIS Act) at the initial telephone call; to enable the client to make a decision on whether or not t

y African group.Job SummaryTo follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser a

y African group.Job SummaryTo follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser a

African group.Job Summary To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser a

African group.Job Summary To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser a

y African group.Job SummaryTo follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser a

African group.Job Summary To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser a

Requirements:Minimum 2 - 3 Years Continuous ExperienceFSP approved qualification with a minimum 120 FAIS CreditsRE 5 Certificate.Job DescriptionKey Accountabilities:Accountability: To establish and ma

African group.Job Summary To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser a

African group.Job Summary To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser a

African group.Job Summary To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser a

African group.Job Summary To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser a

African group.Job Summary To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser a

all the relevant information to the client as required by the relevant legislative frameworks (e.g. FAIS Act) at the initial meeting with the client to enable the client to decide on whether to procee

cationsBachelors Degree, preference to B.Com, B.Business Science, B. Science.Will be required to be FAIS compliant therefore qualification will need to be approved by the FSCA for FAISExperience 02 ye

The Office of the Ombud for Financial Services Providers(FAIS Ombud) is established in terms of the Financial Advisory and Intermediary Services Act, 37 of 2002 (the FAIS Act). Its objective is to con

latory requirements, with a specific focus on the Financial Advisory and Intermediary Services Act (FAIS), Collective Investment Schemes Control Act (CISCA), and the Pension Funds Act. The role involv

date: 19 June 2025Job FamilySales and ServiceCareer StreamSalesLeadership PipelineManage Others (MO)FAIS Affected FAIS Affected - YesJob PurposeTo deliver outstanding sales performance; manage branch/

Candidate with relevant Short Term Insurance qualifications (FAIS and RE), and exposure to Commercial Underwriting, required to assist with underwriting existing business, administration and reporting

s and profitability of the team, over periods of up to a year.The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful

AthloneJob FamilySales and ServiceCareer StreamSalesLeadership PipelineManage Self: Technical (MST)FAIS AffectedFAIS Affected - YesJob PurposeEducate clients on the functionality of self - service di

dly African group.Job Summary3 - 5 Years Teal Leader Short - Term insurance background, minimum 150 FAIS credits, RE5 certificate completed, personal lines, FAIS qualification essential, class of busi

ern CapeJob FamilySales and ServiceCareer StreamSalesLeadership PipelineManage Self: Technical (MST)FAIS AffectedFAIS Affected - YesJob PurposeEducate clients on the functionality of self - service di

y accountable for achieving results through their own efforts.The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful

y accountable for achieving results through their own efforts.The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful

s and profitability of the team, over periods of up to a year.The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful

men Retail Sales Skills Risk awareness Cross - selling Experience and QualificationsMatric/Grade 12 FAIS Credits (min 30 credits in short - term insurance if the date of the first appointment is befor

erm insurance personal lines, minimum 3 years experience, RE5 completed, 150 Short - term insurance FAIS credits, CPD and FAIS recognised qualification to deliver dynamic customer service by answering

tc.Ability to function at a strategic level whilst fulfilling operational responsibilities.Meet the FAIS honesty, integrity and good standing requirements.Meet the FAIS minimum experience requirements

s and profitability of the team, over periods of up to a year.The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful

of the client relationship. The ideal candidate must have passed the CFP examinations and the RE 5 FAIS examination.Responsibilities:Client administrationClient communication written and spokenManage

y accountable for achieving results through their own efforts.The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful

s and profitability of the team, over periods of up to a year.The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful

y accountable for achieving results through their own efforts.The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful

y accountable for achieving results through their own efforts.The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful

y accountable for achieving results through their own efforts.The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful

y accountable for achieving results through their own efforts.The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful

AthloneJob FamilySales and ServiceCareer StreamSalesLeadership PipelineManage Self: Technical (MST)FAIS AffectedFAIS Affected - YesJob PurposeEducate clients on the functionality of self - service di

ury CityJob FamilySales and ServiceCareer StreamSalesLeadership PipelineManage Self: Technical (MST)FAIS AffectedFAIS Affected - YesJob PurposeEducate clients on the functionality of self - service di

s and profitability of the team, over periods of up to a year.The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful

ury CityJob FamilySales and ServiceCareer StreamSalesLeadership PipelineManage Self: Technical (MST)FAIS AffectedFAIS Affected - YesJob PurposeEducate clients on the functionality of self - service di

ficationJob FamilySales and ServiceCareer StreamSalesLeadership PipelineManage Self: Technical (MST)FAIS AffectedFAIS Affected - YesJob PurposeEducate clients on the functionality of self - service di

/04/2025Job FamilySales and ServiceCareer StreamSalesLeadership PipelineManage Self: Technical (MST)FAIS AffectedFAIS Affected - YesJob PurposeEducate clients on the functionality of self - service di

/05/2025Job FamilySales and ServiceCareer StreamSalesLeadership PipelineManage Self: Technical (MST)FAIS AffectedFAIS Affected - YesJob PurposeEducate clients on the functionality of self - service di

ficationJob FamilySales and ServiceCareer StreamSalesLeadership PipelineManage Self: Technical (MST)FAIS AffectedFAIS Affected - YesJob PurposeEducate clients on the functionality of self - service di

and professional - Fully bilingual in Afrikaans & English - Regulatory Exam : Representatives - FAIS Credits (as per FAIS requirement) - Must be Fit & Proper in terms of the FAIS Act - Must no

the Centurion/Midrand area. THE REQUIREMENTS: Grade 12. Regulatory Exam : Representatives RE5. 150+ FAIS Credits (as per FAIS requirement) Must be Fit & Proper in terms of the FAIS Act Must not be

rack record in achieving or exceeding targets 3 Years Managerial Experience Qualifications Relevant FAIS credits RE1 for Key Individuals RE5 for Representative Business or Marketing degree is an advan

lassificationJob FamilySales And ServicesCareer StreamSalesLeadership PipelineManage Self: TechnicalFAIS AffectedFAIS Affected - YesJob PurposeTo attain new and expand existing client base for Nedbank

in Key AccountsQualification And ExperienceMatricWealth Management/ Financial Planning qualificationFAIS i.e. RE5 and 120 industry creditsCFP would be an advantageManagement/Coaching Diploma would be

ales And ServicesCareer StreamSales| Short - Term InsuranceLeadership PipelineManage Self: TechnicalFAIS AffectedFAIS Affected - YesJob PurposeTo attain new and expand existing client base for Nedbank

ments with product providersHandling of all complaints (FSCA/Ombud/OSTI)Management And Oversight Of FAIS ComplianceCreate, implement and maintain an effective new business compliance programme with de

ments with product providersHandling of all complaints (FSCA/Ombud/OSTI)Management And Oversight Of FAIS ComplianceCreate, implement and maintain an effective new business compliance programme with de