years of CRM relationship management in financial services)
Specialist (Financial Services)
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financial services group of good repute requires the services of a <
support and advise all sections of the business on financial matters. The role will also include: team management and trusts Remain abreast of changes in tax and financial reporting legislation and statutory requirements requirements Prepare and review statutory financial accounts and statements to the highest standard, in line with annual statutory business accounts Prepare ad hoc financial reports and statements as requested by Directors and train a team of Finance Officers who cover financial administration from petty cash and bookkeeping
passion for financial services. You're ready to take on a pivotal role in managing the financial health of international entities within a renowned financial services firm. What you'll be doing (and why you'll the Group Accountant, you'll be at the heart of financial operations. You'll be responsible for overseeing entities. Your role involves ensuring accuracy in financial records, including bank reconciliations, payroll accounting. You'll enjoy the challenge of preparing financial statements, balance sheet reports, and board report
client in the Financial Services sector based in Durban North, Durban is seeking the services of an experienced experienced Financial Services Assistant. This is a well-established and growing business. This role will a candidate who has thorough knowledge of Financial Services industry. The ideal candidate will have strong deliver excellent customer service. Matric Degree or Diploma in Financial Services and/or RE5 certification and the ability to provide exceptional customer service Detail-orientated and able to work in a fast-paced
Product Specialist: Financial Advisory Services - Remote The purpose of the Product Specialist is to on recruiting external brokers (advisors) and servicing them to grow our distribution network. They need presentations and meetings to promote our products and services and attract broker interest. ONBOARDING AND TRAINING sell our products to clients. BROKER SUPPORT AND SERVICE Serve as the main point of contact for brokers events. Training and upskilling new and existing Financial Advisors and their staff. SUPPORT FUNCTIONS Support
Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint for potential new clients (digital). General Servicing - Amendments and submitting of all investment Administration Share Point Site. Communication: Service clients - Email, face to face and telephonically
client in the Financial Services sector based in Kloof, Durban is seeking the services of an experienced a candidate who has thorough knowledge of Financial Services industry. The ideal candidate will have strong customer service. Desired Experience & Qualification Matric Degree or Diploma in Financial Services and/or and the ability to provide exceptional customer service Detail-orientated and able to work in a fast-paced
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset is seeking to employ an administrator to their Financial Advisors. Main duties and responsibilities include with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
both wealth and insure) and Support (management services functions like technology, human resources, etc and manage risk analysis and assessments, both financial and operational, against set parameters. Organise respective management teams. Minimum requirements: Financial service experience Stakeholder management experience high quality energetic CA, actuary or similar) Financial planning experience Risk management qualification