planners/ wealth managers to join a leading Financial Services provider. With a basic salary offering and lucrative client is a leading financial services provider who provide various services and offerings ranging from Management, Healthcare consulting and various other services. The role requires experienced advisors to provide extensive book Provide financial products and services in a professional manner, building rapport and opportunities for cross-selling and upselling financial services Network with professionals, attend industry events
industry leading organization in the financial services sector, committed to excellence and innovation Minimum of 5 years of experience in financial services. Proven experience with IFRS 9. Strong analytical
manage external service provider relationships. Requirements: CA(SA) Exposure in the IT services space advantageous
at the cash desk, providing excellent customer service, and ensuring accurate cash handling. This role currency transactions and conversions. Customer Service: Greet customers warmly and provide assistance regarding transactions, accounts, and other related services. Resolve customer complaints and issues in a professional Previous experience in cash handling, customer service, or related role. Strong numerical and analytical
benefits, committed to delivering exceptional service and tailored strategies to meet client needs. This within the Healthcare department, coordinating with service providers, and assisting with employee benefits Coordination: Arrange visitations and presentations with service providers for Employer groups. Communication: Prepare
benefits, committed to delivering exceptional service and tailored strategies to meet client needs. This within the Healthcare department, coordinating with service providers, and assisting with employee benefits Coordination: Arrange visitations and presentations with service providers for Employer groups. Communication: Prepare
experience (minimum) Experience auditing Financial Services CaseWare and Sage Evolution experience APPLY NOW
experience (minimum) Experience auditing Financial Services CaseWare and Sage Evolution experience APPLY NOW
years experience working with data in financial services. Extensive database development experience. Suitably
perfect for someone with experience in the financial services industry who thrives in a fast-paced environment delivering tailored solutions and exceptional service to our clients. Our client is dedicated to helping summaries, manage renewals, and update systems. Member Services: Prepare and distribute benefit statements, draft