Regional Financial Services Lead

6 days ago


Durban, KwaZulu-Natal, South Africa Mayfly Agri (Pty) Ltd Full time

We are seeking a dedicated and experienced Regional Manager: Financial Planning to join our Mayfly Agri (Pty) Ltd team. This role is crucial in ensuring financial planners are equipped to provide Money Management & Advisory-approved solutions effectively, following the six-step financial planning process while adhering to regulatory requirements and SBG policies.

Job Description Overview:

This role involves providing guidance and support to financial planners to enhance service delivery, ensuring compliance with all regulatory and policy requirements, and overseeing the completion of mandatory training interventions, including FAIS, KYC, product knowledge, risk, and compliance.

Required Skills and Qualifications:

  • Bachelor of Commerce in Finance or Legal Degree (NQF7 or Higher)
  • Certified Financial Planner or Wealth Management certification credits or Qualification aligned with FAIS and FSCA requirements
  • RE 1 Certificate: Key Individual

Benefits:

The successful candidate will have the opportunity to work alongside talented professionals, develop their skills, and contribute to the growth of the company.



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