
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.
Professionals in the same Accounting / Finance sector as wendy melkboom
Professionals from different sectors near Houghton Estate, City of Johannesburg Metropolitan Municipality
Other users who are called wendy
Jobs near Houghton Estate, City of Johannesburg Metropolitan Municipality
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Paraplanner
1 week ago
Ultima Financial Planners (Pty) Ltd PretoriaWe are looking for a paraplanner to join our team in Pretoria. · As a paraplanner you will play a vital role in turning our advice process into actionable strategies that help clients achieve wellbeing across every domain of life. · Translate complex client data into clear financ ...
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Paraplanner
2 weeks ago
Network Recruitment JohannesburgOur 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 ...
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Paraplanner
1 month ago
FACE TO FACE BLUESTAR Pretoria, Gauteng+Client Data Collection & Analysis, Financial Plan Preparation, Research and Product Analysis, Compliance and Regulation Support, Implementation of Advice. · +Gather and verify client information (personal details income assets liabilities dependants). · Analyse financial stateme ...