Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing exceptional attention to detail and the ability
support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at
support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy it) You will support a small team of Financial Planners with daily administration which will include interacting platforms and clients. You will also aid the Financial Planners with processing new business and existing business
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy it) You will support a small team of Financial Planners with daily administration which will include interacting platforms and clients. You will also aid the Financial Planners with processing new business and existing business
needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service and on track to complete their Certified Financial Planner® designation will be given preference. Additionally
needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service and on track to complete their Certified Financial Planner® designation will be given preference. Additionally
responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial financial planning administration or as a Financial Planner with solid investment and retirement product knowledge
responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial financial planning administration or as a Financial Planner with solid investment and retirement product knowledge
you'll be doing (and why you'll enjoy it) You will assist in reviewing management accounts to ensure accuracy