Financial Services Representative

At Structured Wealth Solutions, we are seeking a talented Financial Services Representative to join our team. As a key member of our sales and service staff, you will be responsible for delivering exceptional customer experiences and growing our business through strategic partnerships.As a Financial Services Representative, you will work closely with clients...

A Financial Services Representative is required to oversee and achieve organisational goals while upholding best practices. This role involves building and maintaining lasting relationships with clients and partners, ensuring compliance with regulations and procedures, and providing professional after-sales support to enhance the customer experience.Key...

We are seeking a highly skilled Financial Services Representative to join our team in Worcester. As a key member of our mortgage services team, you will be responsible for engaging with clients to assess, explain, and review loan applications.This role requires strong communication and interpersonal skills, as well as the ability to work independently with...

At One and Only Direct, we are seeking a talented Financial Service Representative to join our team. As a key member of our sales team, you will play a vital role in helping clients achieve their financial goals by providing expert advice on our financial products.Key Responsibilities:Client Interaction: You will meet with clients to understand their...

Role OverviewWe are looking for a highly skilled Financial Services Leader to join our team at Ca Financial Appointments.The successful candidate will have a strong background in finance shared services, with experience in supervising critical financial operations, driving process improvements, and ensuring regulatory compliance.The Financial Services Leader...

Compliance Officer Job SummaryGG Financial Recruitment is seeking a Financial Services Auditor to join their team. The successful candidate will be responsible for conducting audits and reviews of financial services providers to ensure compliance with relevant regulations.Responsibilities:Conduct audits and reviews of financial services providers to identify...

About the CompanyCA Financial Appointments is a leading recruitment agency specializing in financial services. We are committed to finding the best candidates for our clients' needs.The RoleWe are seeking a Fund Accountant to join our team, responsible for managing fund accounting functions, including financial reporting, fund expenses, and stakeholder...

Established in the field of financial services, CA Financial Appointments seeks a skilled professional to join their team as a Settlement Officer. With a strong focus on stability and growth, this role requires individuals with at least 2 years' experience in a similar position within fund services, wealth management or related fields.Key responsibilities...

The Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.

Job Summary:GGR Financial Recruitment is seeking a talented Team Administrator - Financial Services to join our team. The successful candidate will provide administrative support to our clients, ensuring their financial operations run smoothly and efficiently.Responsibilities:Client Proposal Management: Develop and deliver client proposals, ensuring...

We are seeking a detail-oriented and customer-focused individual to provide financial advice and support to clients. The successful candidate will help clients achieve their financial goals by providing personalized guidance on various financial products and services.Responsibilities:Assist clients with financial planning and investment decisions.Provide...

Company Overview:Cross Wealth Financial Services provides personalized risk solutions to meet the unique needs of each client. With a focus on advocacy and tailored insurance options, our team serves as trusted partners for financial security.As a Personal Financial Advisor with Cross Wealth Financial Services, you will be responsible for developing...

About Our Team:We are a dynamic team at Accounting & Financial Advisory, dedicated to providing top-notch financial services to our clients. We are seeking an experienced Financial Statement Consultant to join our team and contribute to our success.Main Responsibilities:Prepare financial statements using Draftworx and/or CaseWare.Map/link trial balances and...

About the PositionTFG Financial Services is seeking a Customer Service Director to lead its Day Shift Sales Team. The successful candidate will be responsible for driving sales performance, managing relationships with internal and external stakeholders, and ensuring compliance with quality standards.This is a great opportunity for a motivated and assertive...

About the RoleThe Sanlam Group is a leading financial services provider in South Africa, offering a range of products and services to individuals and businesses. As a Client Service Representative, you will play a critical role in delivering exceptional customer service and support to our clients.Key ResponsibilitiesProvide professional and effective...

Administrator Role in Wealth ManagementCA Financial Appointments seeks a skilled Administrator to work with our client in the wealth management industry.Job Description:Gather data from the Astute system for Private Wealth Managers and Para-Planners.Verify takeover completions with providers and chase any outstanding issues.Dispatch Provider Code Application...

Job DescriptionThe Personal Financial Advisor will be responsible for providing financial planning, personal finance advice, retirement planning, and financial services to clients. The role involves developing customized financial strategies, analyzing financial data, and guiding clients towards their financial goals.ResponsibilitiesDevelop tailored...

We are seeking a highly skilled and customer-focused financial service professional to join our team at Ground One Direct Marketing.Job Overview:The ideal candidate will have excellent communication skills, be detail-oriented, and possess strong analytical abilities. They will work closely with senior advisors to develop and implement comprehensive financial...

Job Title: Financial Services ConsultantJob Summary:We are seeking a skilled accounting professional to assist with a major project. The ideal candidate will have a strong analytical background and Chartered Accountant (SA) certification.Key Tasks:Manage all Project EASE work related to the Financial Integrity workstreamAnalyze balance sheet accounts to...

A dynamic and forward-thinking financial services company is looking for a talented Risk Analyst to join their team. In this role, you will work closely with the Chief Risk Officer to drive risk management best practices and ensure the organization's continued success.Some of your key responsibilities will include:Designing, implementing, and reviewing risk...