Are you a professional and career Financial Advisor serving high-net-worth individuals? Our Client, one of South Africa... (FSB approved qualification) & RE 5 Completed (120 FAIS Credits) Preferable CFP qualification Production: Proof...
Qualifications (Ideal or Preferred) FAIS accredited as Key Individual and approved by FSCA Knowledge Minimum: Customer... environment. Financial Advisory and Intermediary Services Act (FAIS), the Financial Intelligence Centre Act (FICA) Ideal...
steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction... that all FAIS regulations are followed regarding advice given. Follow all the steps in the designated client engagement process...
Job Description To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests Achieve net profit growth for business Achieve the delivery of exceptiona...
: Customer Advisor Job Description: To achieve customer and client KPI targets in relation to all contacts received via...
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