
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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paraplanner
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Competent Candidates Pretoria, GautengA highly skilled Paraplanner to join their team. · Consolidate and summarize all policies and investments. · Prepare required financial calculations. · ...
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Paraplanner
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FPM Group of Companies City of Johannesburg, GautengThe Paraplanner provides technical and administrative support to financial advisers, assisting in the preparation of client financial plans, reports, and recommendations. · ...