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  • Posted: Jun 23, 2021
    Deadline: Not specified
  • At NDA we understand that, when it comes to putting the wellbeing of your finances into someone else’s hands, you need to know us much as possible about them so you can be absolutely certain that they are trustworthy, responsible and have your best interests at heart. Our promise to you is to go out of our way, above and beyond, and that extra kilom...
    Read more about this company


    Key Individual (EE)

    Company Description

    • Assured Life is a newly licensed Financial Service Provider (FSP) with a large existing client base situated in the lively CBD of Cape Town. Assured Life requires the services of an experienced Key Individual (KI) in the Insurance and Financial Advisory industry. The successful Key Individual candidate will assist in compliance monitoring, regulation, and professional conduct of the business. This position would suit an individual with proven financial planning and product, business management, and administration experience.

    Key Individual Qualification Requirements:

    • Candidates must have Matric
    • Candidates must have a clear ITC and criminal record
    • Candidates must have minimum NQF Level 5 in Finance, Banking, and/or Wealth Management
    • Candidates must have a minimum of two years' FSP management experience
    • Candidates must have a minimum of one year's Debt Review experience
    • RE1 (Key Individual)
    • Experienced Money Laundering Officer
    • Compliance regulations, reporting, and risk management experience
    • FAIS qualified
    • Experience in TCF legislative implementation
    • Ability to maintain characteristics of honesty and integrity
    • Ability to oversee all the rendering of Financial Services

    Additional Information
    We Offer:

    • A full-time position after successful completion of the probation period
    • Permanent contract based on performance
    • In-house Financial Mastery training
    • A diverse, professional, and exciting work environment
    • Many exciting incentives and bonuses
    • Regular recognition for achievements
    • Opportunities for professional growth

    Please Note: Correspondence will only be conducted with shortlisted candidates. Should you not hear from us within seven days, please consider your application unsuccessful for the specific vacancy you applied for. All applications sent to National Debt Advisors will go onto our database and once a suitable vacancy becomes available, we will be in contact with you.

    Method of Application

    Interested and qualified? Go to National Debt Advisors on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

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