FAIS

d relationships are fundamentally important.What do we need from you?A Grade 12 (Matric) certificateFAIS complianceRE5 an advantageA valid Drivers licence and your own carA clear criminal and credit c

ten communication skillsProficient in Microsoft Office tools (or equivalent) Outlook, Word and ExcelFAIS compliantWhat Makes You Stand OutYou have a positive and pro - active approach, and you get thi

d relationships are fundamentally important.What do we need from you?A Grade 12 (Matric) certificateFAIS complianceRE5 an advantageA valid Drivers licence and your own carA clear criminal and credit c

ystem entries.Qualification And ExperienceGrade 12Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered

oven track record in Investment Advice, Holistic Financial Planning and Estate Planning.Minimum 120 FAIS credits qualification a mustRE5 certificate a mustCPF qualification an added advantageJob Descr

insurance and investment industries, including POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, etc.Minimum educational requirement: Grade 12 or equivalent with Math and/or Accounting.Advant

teracy (MS Word, Outlook, MS PowerPoint, and Excel)Experience with Insurance SystemsA Minimum of 60 FAIS creditsRE exams for representatives is mandatoryAt least 10 years of working experienceAt least

on and Training Certificate (FETC) in Short Term Insurance, Long Term Insurance or Retail Insurance.FAIS Regulatory Exam for Representatives (RE5).At least 2 - 4 years work experience as a Life Assess

nd knowledge of legislation, regulations and legal principles applicable to the financial industry (FAIS, LTIA, FICA, PRECCA, POPIA, Criminal and Civil Procedure Act etc.).Thorough knowledge of invest

Skills, Qualifications and Experience required Grade 12 (Matric). Valid Drivers licence and Own Car FAIS Compliance Clear criminal and credit check Minimum of 3 years working experience (preferably in

ry rendering financial advice (advantageous)Matric or equivalent NQF 4 qualificationCompliance with FAIS Fit and Proper requirementsFinance or Business related tertiary qualification (desirable)Driver

irements within a specified framework.Ensure that client documentation is in compliance with FICA & FAIS legislationScheduling meetings for Specialist Health Care Advisor and organizing diaryAttend to

ket segments.Role Requirements:Laptop (essential)Driver's licenseQualifications:Grade 12 (essential)FAIS recognized qualification within 6 years of DOFATechnical Skills:Awareness of the industry and f

s related tertiary qualification (desirable)Matric or equivalent NQF 4 qualificationCompliance with FAIS Fit and Proper requirementsComputer literacy (essential)Own Car (Drivers License - Compulsory)D

ry rendering financial advice (advantageous)Matric or equivalent NQF 4 qualificationCompliance with FAIS Fit and Proper requirementsFinance or Business related tertiary qualification (desirable)Driver

ng experience (This is not a trainee position.)MatricAppropriate tertiary qualification a preferenceFAIS compliant RE 5Class of Business - Commercial Knowledge & SkillsAdministrative SkillsAnalysis an

icies and procedures, implement and maintainMaintain an accurate regulatory universe.Manage Insures FAIS representative register.Identifies issues of non - compliance, and follows the 2nd line reporti

d relationships are fundamentally important.What do we need from you?A Grade 12 (Matric) certificateFAIS complianceRE5 an advantageA valid Drivers licence and your own carA clear criminal and credit c

de, but will not be limited to Motivation from your team manager. Grade 12/ Standard 10/ NQF 4 RE 5 FAIS Fit and proper Analytical Excellent product Knowledge of MiWays Products Broad knowledge of MiW

oldersRequirementsUndergraduate and post - graduate degree with relevant professional qualification FAIS Compliant (Key Individual preferable)Class of Business & CPDs5 - 7 years senior management expe

ductivity and enable operational excellence.RequirementsQualificationsDiploma in business managementFAIS related qualification or Regulatory Exam (preferred)Duties and ResponsibilitiesManage the deliv

insurance industry required. RE accreditationProficiency in MS Word and ExcelGrade 12 or equivalentFAIS compliance 120 credits on NQF level 5 Commercial linesRelevant system knowledge: Persetel & Web

ning these from a financial services perspective. Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA).SkillsAttention to Detail Communications Skil

k management qualification Minimum of 5 years technical experience in the relevant line of business.FAIS Compliance and RE5.Good understanding of insurance industry including the reinsurance market an

es not include medical insurance, life cover)Short term experience mandatory.Have completed RE5 and FAIS qualification.You Will Have Access ToOpportunities to network and collaborate.A challenging wor

d relationships are fundamentally important.What do we need from you?A Grade 12 (Matric) certificateFAIS complianceRE5 an advantageA valid Drivers licence and your own carA clear criminal and credit c

ry rendering financial advice (advantageous)Matric or equivalent NQF 4 qualificationCompliance with FAIS Fit and Proper requirementsFinance or Business related tertiary qualification (desirable)Driver

ob FamilySales and ServiceCareer StreamClient ServiceLeadership PipelineManage Self: Technical (MST)FAIS AffectedJob PurposeTo educate clients on the convenience, security and functionality of digital

ng fellow team members where needed. c) Ensure compliance with all related legislation, e.g., FSCA, FAIS, FICA etc. d) Keeping up to date with legislative changes and communicating these to business.

requires continuous professional development.What do we need from you?Grade 12 (Matric) certificateFAIS complianceRE5 an advantageA valid Drivers licence and your own carA clear criminal and credit c

d Umbrella Fund operations. Full compliance and legislative universe relating to employee benefits, FAIS and Umbrella Funds. 3 - 5 years experience in the employee benefits and 5 years in a senior rol

ding, speaking) Computer literate - MS Office, especially Excel essential Regulatory Exam and NQF 5 FAIS credits BCOMM or related degree will be advantageousEMPLOYMENT EQUITYThe Companys approved Empl

Job Req133479Closing Date30 May 2024LocationSandtonTalent Acquisition ConsultantPoppy MlotshwaFAIS AffectedJob PurposeTo manage and deliver medium projects from commencement to completion within the s

ning these from a financial services perspective. Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA). Able to extract, analyse and apply CRM insig

h internally and externallyQualification and ExperienceCompleted grade 12 or equivalent certificate FAIS credits 150 NQF 4RE5 & rep registration would be advantageousCommercial product training compet

d relationships are fundamentally important.What do we need from you?A Grade 12 (Matric) certificateFAIS complianceRE5 an advantageA valid Drivers licence and your own carA clear criminal and credit c

d relationships are fundamentally important.What do we need from you?A Grade 12 (Matric) certificateFAIS complianceRE5 an advantageA valid Drivers licence and your own carA clear criminal and credit c

ence (Preferred/Optional) Essential qualification: Matric/Grade 12 and computer literacy (required) FAIS Accreditation (advantageous) At least 3 years customer service experience within the service en

ce for junior placement brokersRequirements Qualifications 5 years experience as a Placement Broker FAIS compliant: RE5 as well as 120 credits at NQF level 5 (or relevant degree) Technical knowledge o

ustryQualification And ExperienceBcom Degree or BA Law / LLB or equivalent NQF levelCFP advantageousFAIS accreditation advantageousMinimum of 1 - 3 years Benefit Consulting Experience is requiredKnowl

n survey (EOS) and in findings action plans.Support BSSA CSI initiatives.Adherence to NCA, FICA and FAIS legislation.Comply with Risk and Control Activities and adherences.Comply with all Human Resour

ommercial insurance industry required. Grade 12IISA professional membership (licentiate / associate)FAIS compliant: 120 credits on NQF level 5 (Commercial Lines)Proficiency in MS Word and ExcelSantam

icationJob FamilySales and ServicesCareer StreamFiduciaryLeadership PipelineManage Self: OperationalFAIS AffectedJob PurposeTo provide full administrative, financial accounting and tax services to hig

rall business objectives and its longterm viability.RequirementsMatric/ N4 Equivalent Qualification.FAIS requirements based on DOFA dateRelevant regulatory examinations if you are already working in t

ning these from a financial services perspective. Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA). Able to extract, analyse and apply CRM insig

responsible manner.Risk And ComplianceMitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.Re

eal.Ensure that the Company is always compliant with regards to the regulations of the FSCA and the FAIS Act;RequirementsStrong and fundamental understanding and knowledge of Financial Markets, Securi

ry rendering financial advice (advantageous)Matric or equivalent NQF 4 qualificationCompliance with FAIS Fit and Proper requirementsFinance or Business related tertiary qualification (desirable)Driver

ny additional duties as assigned from Management.Qualification, Experience And SkillsMatric/Grade 12FAIS Compliance and RE5 a preferenceProven work experience in Marine (advantageous) policy administr

ry rendering financial advice (advantageous)Matric or equivalent NQF 4 qualificationCompliance with FAIS Fit and Proper requirementsFinance or Business related tertiary qualification (desirable)Driver

experience (This is not a trainee position.)MatricNQF 7 insurance or risk management qualification FAIS compliant RE 5Class of Business - CommercialSkills And CompetenciesAdministrative SkillsAnalysi

erience is essential Grade 12H Dip degree in Agriculture (preferably with horticulture as a subject)FAIS compliance: Commercial and Personal Lines and RE a preferenceDrivers licenseAbout The CompanySa

Higher in a Financial, Business or a Sales and Marketing - related field essentialMust have minimum FAIS 120 CreditsKey Individual Certification or Regulatory Examination 5 would be an advantageQualif

ies.Ensure that the Company is always compliant with regards to the regulations of the FSCA and the FAIS Act; thereby ensuring all new business administration is completely compliant as per the Compan

f financial advice to fulfil the duties of a compliant key individual and be registered with the FSPFAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Colle

rivacy law, debt collection, payments, law of delict, agency, all relevant regulatory law (eg FICA, FAIS, FSR Act, CoDI, Prescription Act, etc), litigation, relevant industry codes, how banking produc

f Data Privacy; Anti - Money Laundering; Business Continuity Management; Treating Customers Fairly; FAIS; FIC; Medical schemes; etc.] Guide development & implementation of controls, incl: Governance f

ed working relationship, which in turn increases sales. Education And Experience Matric (Essential) FAIS Credits - full qualification (Essential) RE 5 qualification (Essential) 6 years or more working

ystem entries.Qualification And ExperienceGrade 12Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered

ee (or equivalent experience) would be advantageousMatric requiredInsurance qualification preferableFAIS Accreditation preferableRE Examination preferable / to be obtainedMinimum 7 years work experien