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Advice Monitoring Specialist
2 weeks ago
about us:
- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing
purpose:
- To provide analytical support in the assessment of financial advice using a standardise matrix of parameters to mitigate against advice risk
experience and qualifications:
Minimum Qualification
- Bachelors Degree in Financial Planning, Investment or Risk Management
- Experience 3 to 5 years in the financial services industry
Minimum Qualification
- Bachelors Degree in Financial Planning, Investment or Risk Management
- Experience 3 to 5 years in the financial services industry
Additional Knowledge
- FAIS compliant
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