declarations have been sent and received Assisting new Para-planners with pre-checking and training on Client
declarations have been sent and received Assisting new Para-planners with pre-checking and training on Client
least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at
least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at
Other general: Required to provide assistance to all Financial Planners and senior management with any general
Other general: Required to provide assistance to all Financial Planners and senior management with any general