fais supervisors

Job DescriptionTo provide appropriate risk and investment advice for clients, adhering to FAIS Compliance requirements, within the framework of the business Advisory Sales and Product mandates. Achievement of key performance indicators for the business. Effective referrals of calls made Conversion on contactable calls. Turnaround time on allocated workflow...

COMPLIANCE FUNCTIONS:Assist in monitoring compliance with applicable legislation and internal requirements.Fulfils Compliance functions required in terms of the FAIS legislations such as monitoring and reporting to the financial services provider and the FSCA when required.Identifies and assess compliance risk areas periodically and appropriately address...

COMPLIANCE FUNCTIONS**: Assist in monitoring compliance with applicable legislation and internal requirements. Fulfils Compliance functions required in terms of the FAIS legislations such as monitoring and reporting to the financial services provider and the FSCA when required. Identifies and assess compliance risk areas periodically and appropriately...

The main purpose of this position is to ensure that all functions and products are checked and passed for quality.Key Responsibilities: Carrying out periodic checks with the use of fixed gauges and adhering to the laid down quality procedures and recording of inspection and/or test results According to the daily production, strictly check the first...

Minimum Requirements:Minimum of 4 5 years in Commercial / Personal Underwriting.Short-term insurance qualification NQF4 or higher.RE5 Certificate.FAIS compliant (personal/commercial lines).Insurer Product Specific Training.Class of Business Training.Continuing Professional Development (CPD).Knowledge of insurance systems e.g. Cardinal 360 will be...

Minimum Requirements: Minimum of 4 5 years in Commercial / Personal Underwriting. Short-term insurance qualification NQF4 or higher. RE5 Certificate. FAIS compliant (personal/commercial lines). Insurer Product Specific Training. Class of Business Training. Continuing Professional Development (CPD). Knowledge of insurance systems e.g. Flexi, Cardinal 360. ...

Full function as HR assistant Adhering to the company's Human Relations and compliance requirements Adhere to log in and system controls Administration duties Calculation of leave Maintaining, managing and controlling all daily and weekly paper work Filing of all checklists and minutes accordingly Data Capturing Opening and closing of agent's files Handling...

_Job Summary:_Supervise the claims management staff and all insurance and claims related administrative matters and capturing of all relevant information relating to all loss claims (insurable and uninsurable)Ensure that all short term insurance claims are dealt with in accordance with prescribed insurance policies.Ensure adherence to company policy and...

Who are we? SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our...

Who are we?SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients.Our vision:We...

Our client, a leading South African financial group founded in 1985, encompasses insurers and a comparison platform. Rooted in providing peace of mind, they safeguard possessions, loved ones, and life plans. Pioneering innovation and service, their diverse team drives excellence, and they are looking for a Tied Financial Advisor to join their team.Job...

The underwriter is responsible for short-term insurance policy administration (renewals, endorsements and new business) being written by, providing high quality service and solutions to Account Executives and clients to ensure business retention and profitable growth, always providing qualitative service levels to internal and external clients. All service...

The primary purpose of the role is to Prospect new business clients. This will be for direct business and broker business. Further it is expected that the incumbent will present the company to potential clients (direct business or broker business).Responsibilities: Building and developing new business introductions and relationships. Opportunities need to be...

The primary purpose of the role is to Prospect new business clients. This will be for direct business and broker business. Further it is expected that the incumbent will present the company to potential clients (direct business or broker business).Responsibilities:Building and developing new business introductions and relationships.Opportunities need to be...

Our client, a leading South African financial group founded in 1985, encompasses insurers and a comparison platform. Rooted in providing peace of mind, they safeguard possessions, loved ones, and life plans. Pioneering innovation and service, their diverse team drives excellence, and they are looking for a Financial Advisor to join their team.Job Purpose:The...

Business Segment: Insurance & Asset Management To be accountable for a portfolio of High Net worth Clients, by providing sound financial advice regarding their long-term wealth, estate and offshore planning enabled by optimal service, integrating and coordinating all Standard Bank products, services and resources in order to maximise the value of the...

A Medical Insurance Company based in Benoni is looking for a Recruiter who will be accountable for overseeing the entire recruitment life cycle, with a focus on sourcing and attracting exceptional individuals who are aligned with the organization's present and future goals. This role involves establishing talent pools for all positions and managing...

Requisition Details & Talent Acquisition Contact REQ Twanette Coetser Closing Date 17 March 2023Cluster & Location Total Business Banking and Retail Channel Sales MFC Provincial Sales Johannesburg, Gauteng Career Stream Relationship Management Leadership Pipeline Manage Self: ProfessionalDealer Relationship ManagerJob Purpose To deliver banking solutions to...

Job Advert Summary:The consultant will provide administrative, client and membership services within Intermediary Services and across the Life Operations business. The purpose of the role is to create a client experience that feels convenient, effortless and personal. It must feel bespoke to the client.Will work in shifts that will be rotated amongst the...

Job Advert Summary:The consultant will provide administrative, client and membership services within Intermediary Services and across the Life Operations business. The purpose of the role is to create a client experience that feels convenient, effortless and personal. It must feel bespoke to the client.Will work in shifts that will be rotated amongst the...