Financial Services Specialist

1 month ago


Port Elizabeth, Eastern Cape, South Africa PPS Recruitment Full time
Purpose of the Role

The primary objective of this position is to deliver high-quality financial services to clients or members. The successful candidate will be responsible for identifying, retaining, and expanding a membership and client base for eligible professionals by implementing PPS financial solutions that meet the client's specific needs.

Key Responsibilities
  1. Sourcing and retaining a membership and client base for eligible professionals.
  2. Implementing PPS financial solutions in line with client needs.
  3. Providing professional financial services to clients or members.
Requirements

The successful candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues. A strong understanding of financial services and solutions is essential, as is the ability to work in a fast-paced environment and meet deadlines.



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