Operations Assistant (Financial Planning)

Our client is a prominent financial services firm headquartered in Sandton, specializing in comprehensive wealth management and financial advice solutions. The Financial Services Operations Assistant provides critical administrative and client service support to a national network of financial planners. Operating from the head office on a full-time basis, this role ensures seamless processing of financial planning requests, maintains CRM data, and manages interactions with product providers and… This vacancy is listed on Adzuna. Read the full advert and apply there; Insly does not receive applications for it.