environment (minimum 3 - 5 years). At least 3 years' work experience within a Financial Planning practice Office skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the well as investments, tax and general financial analysis. Experience in working with Elite Wealth's financial summarise and analyse new client information/data. Working with the Financial Planner to develop strategy drawing up of Wills and estate planning. Other general: Required to provide assistance to all Financial
environment (minimum 3 - 5 years). At least 3 years' work experience within a Financial Planning practice Office skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the well as investments, tax and general financial analysis. Experience in working with Elite Wealth's financial summarise and analyse new client information/data. Working with the Financial Planner to develop strategy drawing up of Wills and estate planning. Other general: Required to provide assistance to all Financial
meticulous attention to detail. Initiative-taking work ethic. Organizational skills, ability to prioritize relationships. Office Management: Support the general office management including reception, facilities