PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms.
Duties would include:
Description PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms. Duties would include: Provide administrative services to
opportunity to study a National Diploma in Financial Planning Flexibility of managing your own business
resolving all queries, overseeing finance clerks Financial planning and budgeting Monitoring budget performance
queries, overseeing finance clerks