Financial Advice Support Consultant D

Job Description To provide efficient and effective support to ensure the smooth running of an investment and risk advisory practice by providing clients with an excellent banking experience through service delivery and product knowledge - Comply with governance in terms of legislative and audit requirements. - Improve service efficiencies for the bank...

Job Description To 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...

Job Description To provide appropriate risk and investment advice for clients, adhering to FAIS Compliance requirements, within the framework of the FNB Premium 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...

Job Description To 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...

Job Title: Financial Surveillance Consultant Job Summary: **Responsibilities**: - Conduct comprehensive financial surveillance and monitoring activities to identify potential risks, irregular activities, and suspicious transactions. - Analyze financial data to detect potential money laundering, fraud, or other financial crimes. - Utilize various tools and...

**Department: CORPORATE ADVISORY SERVICES** **Reports to: SENIOR CONSULTANT** **Job Purpose** Provide an effective and efficient conduit between ASI Financial Services (ASI) and its clients (i.e. members and appointed representatives of the organisation) through provision of advice, query resolution, administrative service, communication, training and...

Working as an R&D Support Liaison you will be the link between the KCS Support Department and the KCS R&D Department, providing a two-way channel of communication, knowledge, information and support. Responsibilities will also extend to provide the same links for KCS, PSG and supporting R&D with critical Bugs and escalations, onboarding and upskilling R&D...

Our client has an opportunity available for a High Advice Consultant.Requirements:Matric or SAQA accredited equivalent- essential.120 FAIS credits NQF 5 in Wealth Management- essential.RE5 and Class of Business- essential.Relevant Finance degree or diploma would be advantageous.2+ years Life Insurance experience- essential.2+ years Call Centre experience...

About us, purpose, experience and qualifications **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...

**Overall Job Purpose**: To provide expert advice to the HR Executive, Executives/ Board and Brand HR staff in the areas of Learning and Development, as well as Coaching and Mentoring. The incumbent will be responsible for creating and executing the L & D strategy focused on building competence across all levels of the organization, enhancing performance and...

Job OverviewWe are seeking a highly motivated and detail-oriented Senior Financial Consultant to join our team at Rory Mackie & Associates. As a key member of our financial services team, you will be responsible for providing exceptional support to senior advisors in delivering top-notch financial advice to our clients.

Job Title/Position: L&D Tax Lead and Facilitator Description of the Role: The successful candidate will be responsible for supporting the Learning and Development team with the rollout of L&D training, as well as delivering and facilitating Tax, Audit, Business Development, and soft skills training based on business needs. Main Responsibilities: • To be...

Job specificationJob title/position: L&D Tax Lead and Facilitator Number of positions: 1Function and Business Unit: Infrastructure - L&D Description of the role and purpose of the job: Manager in Learning and Development and the purpose of the role is as follows; • To support L&D team with L&D training roll out • To be responsible for delivery and...

Job Description To provide expertise, advice and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our front-line sales objectives through coaching and enabling Money Managers and Financial Advisors and Wealth Managers to provide the best advice to our clients that adheres to business rules and FAIS...

Overview Hire Resolve is seeking a highly skilled and visionary General Manager of Research & Development for a leading multinational food products corporation. This role offers an exciting opportunity to drive innovation, lead strategic R&D initiatives, and oversee the development and commercialization of cutting-edge products on a global scale. If you are...

Job title/position: L&D Admin Officer Number of positions: 1Function and Business Unit: Infrastructure - L&D Description of the role and purpose of the job: Project admin support of Learning and Development operational projects and courses. The purpose of the role is as follows; • To support the L&D Content Leads with deployment of courses • To...

Job Description To provide expertise, advice and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our advice tooling objectives through providing SME insights and input that adheres to business rules and FAIS requirements. - Hello Future Advice Enablement Specialist, - Welcome to FNB, the home of the...

We are a young, dynamic, hyper growth company looking for smart, creative, hard-working people with integrity to join us! **Think you've been challenged before? Think again!** - **Scale**: Show the millions of Mr D customers what you can do - **Learn**: We work with the best of the best, and then some. **This position reports to the Head of Sales & Account...

**Job Advert Summary**: The PPS Advice and Distribution business is looking for an individual to hold a portfolio of three key functions. - Thought Leadership through critical thinking, solution development and bespoke design for all channels. - Strategic direction to all External Distribution teams on Investments, including delivery of packaged thought...

Job specification: Audit LeadJob title/position: L&D Lead Facilitator: Audit Lead Number of positions: 1 Function and Business Unit: Infrastructure - L&D Description of the role and purpose of the job: Delivery and facilitation of training solutions based on the needs of the business, support business with training solutions as well as manage relevant key...