FAIS Ombud SA
Requirements
Matric certificate or equivalent
National Diploma in Business Administration or related fields. (A legal qualification will be an added advantage)
Minimum of 1 – 3 years’ experience in a regulatory or compliance-driven environment in the financial services sector.
Minimum 1 – 3 years’ experience in customer service.
Experience using customer relationship management (CRM) software.
An understanding of the legal environment in which the FAIS Ombud’s Office operates, including a good knowledge of the FAIS Act, 37 of 2002, and its subordinate legislation.
A thorough understanding of the FAIS Ombud’s jurisdiction and the jurisdiction of other Ombuds Schemes. Knowledge of the financial planning environment.
Key Performance Areas:
Register new complaints.
Assess whether a complaint falls within jurisdiction in terms of the FAIS Act or the Financial Services Ombuds Scheme Act 37 of 2004 (FSOS).
Assist and guide complainants in determining whether their complaint falls within the jurisdiction of the FAIS Act.
Extract the essence of the complaint from available information provided and request additional information where required
Refer complaints that do not fall within the jurisdiction of the FAIS Act and FSOS Act to other relevant entities.
Liaise with complainants and financial service providers
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