Flow Forecaster and the Asset Allocation as is required by FAIS Computer data base on Wealthcraft to be may be required to perform with regards to the clients Life/Investment Planning requirements Calling where necessary when required with administration duties in the office Requirements: A relevant degree Legal, or Insurance At least 2 years of relevant experience in similar roles within the financial services
Flow Forecaster and the Asset Allocation as is required by FAIS Computer data base on Wealthcraft to be may be required to perform with regards to the clients Life/Investment Planning requirements Calling where necessary when required with administration duties in the office Requirements: A relevant degree Legal, or Insurance At least 2 years of relevant experience in similar roles within the financial services