environment (minimum 3 - 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 and general financial analysis. Experience in working with Elite Wealth's financial planning software summarise and analyse new client information/data. Working with the Financial Planner to develop strategy circumstances and risk management needs, product offerings available, and changes in product provider rates
environment (minimum 3 - 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 and general financial analysis. Experience in working with Elite Wealth's financial planning software summarise and analyse new client information/data. Working with the Financial Planner to develop strategy circumstances and risk management needs, product offerings available, and changes in product provider rates
skills. Ability to work under pressure and meet strict deadlines. Ability to work independently and in
skills. Ability to work under pressure and meet strict deadlines. Ability to work independently and in
company/business. Additional requirements: Experience working in a fast-paced environment. Excellent knowledge etc.). Ability to work in a team and create strong interpersonal skills. Ability to work in a fast-paced be able to prioritize and meet deadlines while working on multiple duties/tasks and have critical thinking compliance needs. The candidate will need to be working together with various team members within the company
company/business. Additional requirements: Experience working in a fast-paced environment. Excellent knowledge etc.). Ability to work in a team and create strong interpersonal skills. Ability to work in a fast-paced be able to prioritize and meet deadlines while working on multiple duties/tasks and have critical thinking compliance needs. The candidate will need to be working together with various team members within the company
student expectations. Proven team player: ability to work with a team and achieve daily and monthly goals time management. Self-starter: able to identify work that needs to be done and does it without required that feeds off the energy of other people and group work. Key Responsibilities: Live the company vision and
student expectations. Proven team player: ability to work with a team and achieve daily and monthly goals time management. Self-starter: able to identify work that needs to be done and does it without required that feeds off the energy of other people and group work. Key Responsibilities: Live the company vision and
qualifications. 3-5 years of experience. Pastel experience. Work under pressure. Flexible and resilient. Problem
qualifications. 3-5 years of experience. Pastel experience. Work under pressure. Flexible and resilient. Problem