Financial Adviser AIFA
Found in: beBee jobs ZA - 1 week ago
Job title : Financial Adviser AIFA (FAIS) – Mitchells Plain jobs in Western Cape
Job Location : Western Cape, Cape Town
Deadline : May 15, 2024
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Job Description
Customer Experience: To provide service excellence and achieve customer satisfaction
Risk & Control: Ensure that staff members where applicable, i.e. Planner Assistants have a clear
Manage Sales & Growth Targets: Capture the correct Policy Relevant Information (PRI) number on the EBankpac system On a monthly basis, check the accuracy of the commission statements received from the AIFA Commissions department. Verify that all the PRI numbers reconcile to the commission paid and reflected on the statements
Education
Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)
*Accounting / Financial Services jobs in south africa
*Financial Adviser AIFA (FAIS) – Mitchells Plain in Cape Town
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