closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s)
You will also be expected to work with our back-office teams that are remote-first and distributed: we
conducting interviews with prospective students and assisting them throughout the application and registration monthly and annual interviews. Application Target • Assist students with the online application process during
conducting interviews with prospective students and assisting them throughout the application and registration monthly and annual interviews. Application Target • Assist students with the online application process during