built a solid foundation in terms of investment admin experience or investment client service and you're the COO who will give you exposure to the full admin and operations process. You'll be drafting proposals at least 1-2 years' experience doing investment admin/processing or investment client service. Preference
built a solid foundation in terms of investment admin experience or investment client service and you're the COO who will give you exposure to the full admin and operations process. You'll be drafting proposals at least 1-2 years' experience doing investment admin/processing or investment client service. Preference
some technical admin experience and now you want to get stuck into the real technical admin that makes the
some technical admin experience and now you want to get stuck into the real technical admin that makes the
Manager or Financial Planner doing the technical admin at an independent financial planning firm. Matric
Manager or Financial Planner doing the technical admin at an independent financial planning firm. Matric
in financial planning and move beyond the basic admin and support? Is this you? You've kick started your
in financial planning and move beyond the basic admin and support? Is this you? You've kick started your
minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent
minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent