Financial Services Coordinator

3 days ago


Cape Town, Western Cape, South Africa Accountancy Placements Pietermaritzburg Full time

We are looking for a highly skilled Financial Services Coordinator to join our team at Accountancy Placements Pietermaritzburg. In this role, you will play a critical part in ensuring the smooth operation of our financial services division.

Responsibilities will include managing client portfolios, preparing client records, and uploading documents on XPlan. You will also work closely with the events coordinator to plan and execute client events. To be successful in this position, you will need to possess a solid understanding of the financial services industry, including regulations such as FAIS and FICA.

A degree in finance or a related field will be beneficial, along with experience in XPlan, DMA, Marble, and Opus. We offer a competitive salary of approximately R220,000 per annum, depending on experience, along with a range of benefits. If you are a driven and organized individual with a passion for finance, please apply for this exciting opportunity.



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