Financial Services Specialist

CA Financial Appointments is seeking a highly skilled Financial Services Specialist to manage the administration of local and offshore portfolios. The ideal candidate will have a minimum of 3 years' experience in a similar role, with a strong background in asset administration and financial services.Key Responsibilities:Ensure accurate and efficient pricing...

Financial Planning SpecialistCA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing exceptional financial planning services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clientsConduct thorough...

Job Title: Financial Services Team LeadTFG Financial Services is seeking a dynamic and assertive individual to lead a team of supervisors in a fast-paced and dynamic working environment. The successful candidate will be responsible for managing monthly targets and KPIs, maintaining compliance standards, and enhancing management reporting as a performance...

Job Title: Financial Services Operations ManagerTFG Financial Services is seeking a highly motivated and experienced Financial Services Operations Manager to lead our Call Centre team. As a key member of our leadership team, you will be responsible for managing and coaching a team of supervisors to achieve exceptional operational performance.Key...

Job Title: Senior Financial Services Operations ManagerTFG Financial Services is seeking a highly motivated and experienced Senior Financial Services Operations Manager to lead our Financial Services Call Centre team.The ideal candidate will have a proven track record of managing teams, driving operational excellence, and delivering results in a fast-paced...

Financial Planning Role at Cross Wealth Financial Services**Job Summary**As a Personal Finance Consultant at Cross Wealth Financial Services, you will be responsible for providing expert financial planning and guidance to clients.**Key Responsibilities:*** Develop customized financial strategies to help clients achieve their goals* Analyze financial data to...

Financial Operations SpecialistCA Financial Appointments is seeking an experienced Financial Operations Specialist to join their financial team.Key Responsibilities:Verify and process financial documents to ensure accuracy and complianceMatch supplier invoices to relevant orders and documentsCapture and record financial transactionsReconcile financial...

Job SummaryAt Cross Wealth Financial Services, we are seeking a highly skilled Financial Planner to join our team. The ideal candidate will have a strong background in financial planning, personal finance, and retirement planning.Key ResponsibilitiesDevelop customized financial strategies for clientsAnalyze financial data to identify areas for...

CA Financial Appointments is seeking a skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and delivering high-quality financial planning solutions.Key Responsibilities:Develop and implement comprehensive financial plans for clients,...

Financial Operations SpecialistCA Financial Appointments is seeking a highly skilled Financial Operations Specialist to join our team. In this role, you will be responsible for managing daily financial functions, including actioning accounts transactions on SAP, controlling purchase orders, and maintaining statutory fixed assets registers.Key...

CA Financial Appointments is seeking a highly skilled Financial Reporting Specialist to join their team in the manufacturing industry. This exciting opportunity is focused on Tax, IFRS and Reporting skills.Key Responsibilities:Prepare and review financial reports to ensure accuracy and compliance with regulatory requirements.Develop and implement effective...

Unlock Your Potential with Old MutualWe're on a mission to empower individuals to achieve their lifetime goals. As a key player in Africa's insurance industry, we're seeking dynamic professionals to join our team.About the RoleAs a Financial Services Specialist, you'll be responsible for identifying customers' financial needs and providing expert advice to...

Job Title: Financial Services SpecialistLocation: Remote opportunityCoetzeeHR Consultants is seeking a skilled Financial Services Specialist to join our team. The ideal candidate will have experience in accounting, finance, and bookkeeping. Key Responsibilities:Manage budgets and financial complianceSet up and maintain accounting softwarePerform bookkeeping...

**Job Summary**A challenging position exists within the Financial Services Call Centre for a self-motivated and assertive individual to lead, manage and coach a team of supervisors in a fast-paced and dynamic working environment.This individual should be dynamic, proactive, and display exceptional operational leadership skills.Key Responsibilities:Manage...

We have an exciting opportunity for a Financial Services Specialist to join our team at Goldman Tech Resourcing. The role involves managing credit control, credit management, debt collection, and finance-related tasks. Key responsibilities include:Managing credit control and credit managementCollecting debts and maintaining accurate recordsProviding...

Financial Services Professionals ========================== **About the Role** We are seeking a highly motivated and experienced Financial Services Professional to join our team as a Financial Adviser/Insurance Broker/Salesperson. As a leading financial services company, we are committed to providing top-notch wealth management and protection solutions to...

Join Our Team of Financial Services ProfessionalsWe are seeking highly motivated and experienced Financial Advisors/Insurance Brokers/Salespeople to join our team at Financial Advisors HR. As a leading financial services company, we provide top-notch wealth management and protection solutions to our clients.Key Responsibilities:Provide expert financial...

Join Our Team as a Financial Adviser/Insurance Broker/SalespersonWe are seeking a highly motivated and experienced Financial Adviser/Insurance Broker/Salesperson to join our team at Financial Advisors HR. As a leading financial services company, we are committed to providing top-notch wealth management and protection solutions to our clients.About the...

Join Our Team of Financial Services ProfessionalsWe are seeking highly motivated and skilled individuals to join our team as Financial Advisers/Insurance Brokers/Salespeople. As a leading financial services company, we provide top-notch wealth management and protection solutions to our clients.Key Responsibilities:Provide expert financial advice and guidance...

{"Role": "Sales Operations Specialist", "Responsibilities": " \tOrganize data to enhance sales force productivity and effectiveness. \tSupport sales team planning and operations tasks. \tAttain business objectives through goal setting and sales incentives. \tProvide pricing and contract support. \tMonitor sales performance indicators and trends. \tEnsure...