a solid foundation in terms of investment admin experience or investment client service and you're ready the COO who will give you exposure to the full admin and operations process. You'll be drafting proposals required with at least 1-2 years' experience doing investment admin/processing or investment client service
a solid foundation in terms of investment admin experience or investment client service and you're ready the COO who will give you exposure to the full admin and operations process. You'll be drafting proposals required with at least 1-2 years' experience doing investment admin/processing or investment client service
What you'll need Experience is key, you need to have gained at least 2 years of experience assisting a Wealth Planner doing the technical admin at an independent financial planning firm. Matric is a minimum requirement
What you'll need Experience is key, you need to have gained at least 2 years of experience assisting a Wealth Planner doing the technical admin at an independent financial planning firm. Matric is a minimum requirement
some technical admin experience and now you want to get stuck into the real technical admin that makes the year of working experience in the investment industry. You need to have gained experience working with KYC
some technical admin experience and now you want to get stuck into the real technical admin that makes the year of working experience in the investment industry. You need to have gained experience working with KYC
in financial planning and move beyond the basic admin and support? Is this you? You've kick started your You need to have gained no less than 2 years' experience in financial planning administration or as a
in financial planning and move beyond the basic admin and support? Is this you? You've kick started your You need to have gained no less than 2 years' experience in financial planning administration or as a
to have a minimum of 3 years of working experience in an admin support/Paraplanner role working for an
to have a minimum of 3 years of working experience in an admin support/Paraplanner role working for an