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
client portfolios from beginning to end
opportunity to study a National Diploma in Financial Planning Flexibility of managing your own business
investments, insurance, retirement, tax, and estate planning. Conduct comprehensive financial assessments and solutions. Regularly review and adjust financial plans to adapt to clients' changing circumstances and
investments, insurance, retirement, tax, and estate planning. Conduct comprehensive financial assessments and solutions. Regularly review and adjust financial plans to adapt to clients' changing circumstances and
all queries, overseeing finance clerks Financial planning and budgeting Monitoring budget performance Risk
queries, overseeing finance clerks