Description PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms. Duties would include: Provide administrative services to
opportunity to study a National Diploma in Financial Planning Flexibility of managing your own business
resolving all queries, overseeing finance clerks Financial planning and budgeting Monitoring budget performance
financial solutions. Regularly review and adjust financial plans to adapt to clients' changing circumstances
financial solutions. Regularly review and adjust financial plans to adapt to clients' changing circumstances
recommending, and implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission
recommending, and implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission