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Yolisa
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Financial Advisor FacilitatorDuties & ResponsibilitiesFacilitate Financial Advisor training sessions in classroom, virtual and blended learning environments.Deliver training aligned to the requirements of the Financial Sector Conduct Authority (FSCA) and relevant regulatory frameworks.Prepare and update learning material, presentations, learner guides and supporting resources.Break down complex legislation, compliance requirements and financial services terminology into practical, easy-to-understand content.Provide learner support, coaching and guidance throughout the training process.Conduct formative assessments, mock examinations and knowledge checks to evaluate learner readiness.Track learner attendance, participation and progress.Provide feedback and intervention plans for learners who may be at risk of not meeting the required standard.Maintain accurate learner administration and submit required reports within agreed timeframes.Liaise with internal stakeholders, training coordinators and clients to ensure smooth programme delivery.Minimum RequirementsRelevant qualification in Financial Services, Commerce, Insurance, Banking, Compliance or a related field.Successfully completed the RE5 and RE1 examination.Minimum 5 years working experience as a Financial AdvisorMinimum 3 - 5 years’ experience facilitating Financial Advising or related financial services training.Strong working knowledge of:FAIS ActFICAPOPIAConsumer Protection legislationFinancial advisory and intermediary services environmentRegulatory examination requirementsPrevious experience in the insurance, financial services or banking sector.Experience facilitating adult learning programmes.Strong presentation and facilitation capability, with the ability to engage learners at different levels.Excellent written and verbal communication skills.Comfortable facilitating both in-person and online training sessions.Proficient in Microsoft Office, MS Teams and learning management systems.Please send applications to: yolisamyeki22@gmail.com
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