Minimum Requirements
- Matric / Grade 12.
- RE5 / RE1 certification.
- NQF 5 or NQF 6 qualification in the financial services industry.
- Minimum 3 years experience within a Financial Services Provider.
Beneficial Experience
Short-term insurance, long-term insurance, and investments.Exposure to business assurance, buy-and-sell agreements.Familiarity with wills, testaments, and estates.Technical Experience (Advantageous)
CommSpaceIress XPlanAstuteNinety One Investment PlatformLiberty BlueprintDiscovery Advisor360 / Discovery DITPPS PRO-FitMomentum ViaHollard LifezoneSkills & Attributes
Strong organisational and time management skills.Excellent communication and interpersonal ability.High attention to detail and accuracy.Ability to work independently and in a team.Proactive, service-driven, and able to manage confidential information responsibly.Should you not receive a response within 10 working days, please consider your application unsuccessful.