
wendy melkboom
Accounting / Finance
About wendy melkboom:
I'm Wendy Melkboom 27 years current working as a paraplanner for Sanlam i have over 8 years customer care experience i enjoy working with people, I'm currently doing my second yes in BCom financial Management at Mancosa i completed my wealth management course last year and class of business.
Experience
I have over 8 years in the customer care environme nt i first startaed working at EOH for Gems Medical Aid and than Sanlam as a customer care consultant and now im a Paraplanner st sanlam.
Education
i completed my matrice in 2014 ,
I did a short computer course in 2019
in 2019 i also completed a long term insurance course through a learnership with Sanlam
in 2020 i did my Wealth Management course through Sanlam
and 2022 i enrolled at Mancosa for a degree in BCom Financial Management.
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Jobs near Houghton Estate, City of Johannesburg Metropolitan Municipality
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Our client is a well-established financial services firm providing professional financial planning and advisory solutions to a diverse client base.The business prides itself on delivering high-quality compliant and client-focused financial advice supported by strong operational a ...
Johannesburg1 month ago
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An excellent opportunity exists for a Paraplanner to join a professional advisory team based in Northcliff. · Provide comprehensive financial planning and administrative support to allocated Financial Advisers · ...
Johannesburg Metropolitan Area1 month ago
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The Paraplanner provides technical and administrative support to financial advisers, assisting in the preparation of client financial plans, reports, and recommendations. · ...
City of Johannesburg, Gauteng1 month ago