Town). Suitably qualified person with previous experience providing technical and administrative financial A wonderful career opportunity awaits you. Requirements: Relevant investment/financial degree or diploma diploma / qualification. Knowledge and experience in a financial/investment environment (minimum 3 - 5 5 years). At least 3 years' work experience within a Financial Planning practice. Knowledge of Financial products and services offered by our company. Experience in preparing and presenting client proposals
Town). Suitably qualified person with previous experience providing technical and administrative financial A wonderful career opportunity awaits you. Requirements: Relevant investment/financial degree or diploma diploma / qualification. Knowledge and experience in a financial/investment environment (minimum 3 - 5 5 years). At least 3 years' work experience within a Financial Planning practice. Knowledge of Financial products and services offered by our company. Experience in preparing and presenting client proposals
opportunity awaits you. Requirements: 2-3 years in the financial services industry required. Relevant tertiary (Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good verbal and written communications and professional conduct are always expected and required. Time management: ability to manage time and tasks Services: Implementation of the client services experience, as defined by the Head of Operations. Take full clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s)