Job Title: Training, Process and Quality Assurance LISP Investment Environment

Location: Western Cape, City of Cape Town, Cape Town

Job Type: Permanent, expected to work Full-Time hours

Primary Industry: Banking and Finance

Qualifications: Bcomm

Skills: Training, LISP, Retirement Products, Creating Processes, Monitoring processes, Creating process documents, Creating workflow documents, Risk mitigation, Quality Assurance, Interpersonal skills

We are a wealth management company focused on individual financial planning, with asset management and LISP integrated business units and entities.

Job Duties:

• Provide training on LISP investment products and processes
• Create and implement efficient processes related to retirement products
• Monitor processes to ensure compliance and effectiveness
• Develop process documents and workflow documents
• Implement risk mitigation strategies
• Conduct quality assurance checks on processes and products
• Demonstrate strong interpersonal skills in interactions with team members and stakeholders

Required Qualifications:

• Bachelor's degree in Commerce or related field

Experience:

• Prior experience in training and process development in a financial environment
• Experience working with LISP investment products

Knowledge and Skills:

• In-depth understanding of retirement products and financial processes
• Strong ability to create and implement processes
• Proficient in risk mitigation techniques
• Demonstrated quality assurance skills
• Excellent interpersonal skills for effective communication

Preferred Qualifications:

• Professional certification in training or quality assurance
• Advanced degree in Finance or related field

Working Conditions:

• Office-based role in Claremont, Cape Town, Western Cape
• Full-time position with standard office hours
• Potential travel for training purposes

Contact information

Marina K