Financial Advisor Trainee

5 months ago

Cape Town, South Africa Oasis Group Holdings Pty Ltd. Full time

**Financial Advisor Trainee**

**Qualifications & Requirements**
- Qualified B.Com/CA/BSc; CFP will be advantageous.
- FAIS Compliant (NQF level 5 and with adequate unit standards to qualify for FSB registration as representative as defined in the FAIS act).
- 2+ years experience in the financial services industry.
- Education or background experience to include tax training.
- Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management.
- Expert on Microsoft Office (Word, Excel, Outlook, PowerPoint).
- Proven sales track record and notable accolades.
- History of building strong relationships.
- Educational or experience background to include tax training.
- Drivers license required and should be willing to travel.

**Responsibilities**
- To generate leads, set up appointments, meet clients and close the deal.
- Service existing clients and will be expected to travel regularly.
- To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis.
- To obtain all necessary documentation (FICA documentation).
- To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements.
- To assist with ad hoc marketing drives in your region.
- To effectively service your clients that may be in other centres limited traveling may be required.
- Flexibility is required as clients from time to time request consultations outside of normal office hours.

**In-House Corporate Trainer Specialising in Accounting and Tax Matters** Requirements**
- CA with specific work experience as a trainer.
- An additional B.Ed degree or Education Diploma would be an added positive.
- 5-10 years of post-articles experience lecturing at a Tertiary Institute (University or Technikon).
- Registered Assessor and Moderator would be advantages.
- Excellent communication, interpersonal, verbal and written skills.

Should have a strong understanding of current accounting policies and tax, including international tax.**Responsibilities**
- Administration of the SAICA Training Program, including acting as a SAICA accredited assessor (training will be provided).
- Providing guidance and support (including assistance with registration) to all staff that are enrolled in formal tertiary programs. This includes assisting them with conceptual understanding, where necessary, and conducting periodic assessments with the view of ensuring that they complete their studies within the prescribed timeframe.
- Designing and providing in-house training courses on all IFRS and tax updates and conducting assessments in respect of such training.
- Monitoring on-the-job training (including systems training) and recommending additional training where needed.
- Identifying training needs, in line with the long-term career path of staff, and recommending appropriate training interventions.
- Engagement with all relevant SETA’s.
- Adequate record keeping of all forms of training, including external, in-house and on-the-job training.

**In-House Corporate Trainer Specialising In Regulatory Training**

**Requirements**:

- CA or B.Com LLB with specific work experience as a trainer.
- A post graduate certificate in financial planning would be advantageous.
- An additional B.Ed degree or Education Diploma would be an added positive.
- 5-10 years of post articles experience lecturing at a Tertiary Institute (University or Technikon) and/or industry.
- A registered assessor and moderator would be advantageous.
- Excellent communication, interpersonal, verbal and written skills.

**Responsibilities**
- Developing and providing in-house training for staff that are writing the FAIS regulatory exams (RE1, RE3, RE4, RE5 and RE40). This includes the design of appropriate training material to facilitate absorption of the content.
- Developing and providing in-house training for staff that are writing the regulatory exams for the United Kingdom RO1 to RO6.
- Providing guidance and support (including assistance with registration) to all staff that are enrolled in formal tertiary programs. This includes assisting them with conceptual understanding where necessary, and conducting periodic assessments with the view of ensuring that they complete their studies within the prescribed timeframe.
- Designing and providing in-house training courses on all regulatory updates that impact the Oasis Group (including Acts of Parliament, board notices, circulars, etc) and conducting assessments in respect of such training.
- Providing in-house training for NQF4 and NQF5 Wealth Management courses.
- Monitoring on-the-job training (including systems training) and recommending additional training where needed.
- Identifying training needs, in line with the long-term career path of staff, and recommending appropriate training interventions.
- Engagement with all relevant SETA’s.
- Adequate record keeping of all forms of training, includ

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