Job Description

Senior Manager: Key Individual Medical Scheme Pretoria

Key Performance Areas

xc3xbc Ensuring that the Scheme has policies & procedures in place to act and function as a Financial Services Provider ("FSP").

xc3xbc Manage and oversee the activities relating to financial service rendered by the Scheme.

xc3xbc Ensuring the Scheme's adherence to all requirements to ensure accreditation as an FSP, including the General Code of Conduct and Fit & Proper Requirements.

xc3xbc Supervise Representatives working under supervision.

xc3xbc In collaboration with FAIS Compliance Officer, ensure, track and monitor the adherence of the compliance processes and procedures.

xc3xbc Maintain a register of the representatives providing advice and intermediary services to members.

xc3xbc Manage, monitor, and ensure that quality customer service is delivered.

xc3xbc Take the initiative to ensure that Scheme's objectives are met, and targets are exceeded.

xc3xbc Adhere to operational objectives, plans and policies of the organisation in execution of responsibilities.

xc3xbc Interpret operational plans, policies and objectives accordingly.

xc3xbc Execute day to day work in line with organisations policies and procedures

xc3xbc Remain abreast of all policies and procedures as updated from time to time.

xc3xbc Oversee the regional KIs in terms FSP activities.

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Requirements:

xc3xbc BCom Hons/ Legal/ Finance degree/diploma as per FSCA approved qualifications list.

xc3xbc RE1 and RE5.

xc3xbc Up to date CPD points for each previous cycle as well as the current cycle.

xc3xbc Completed Class of Business for the Health sub-category.

xc3xbc Current / Previous (reasonably recent) FSCA approval of appointment as a Key Individual of an authorised FSP

xc3xbc A minimum of 5 years FAIS related management experience

xc3xbc Accredited as a Key Individual with the FSCA (CFP).

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