growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning. Financial Planning support Formulate and risk management needs, product offerings available, and changes in product provider rates. Ensure
growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning. Financial Planning support Formulate and risk management needs, product offerings available, and changes in product provider rates. Ensure
with Customers, to Retrieve orders according to availability. Coordinating logistics & supply according
with Customers, to Retrieve orders according to availability. Coordinating logistics & supply according
advantageous ATTRIBUTES • A solid understanding of basic bookkeeping and accounts receivable principles is
required for construction projects. Tendering: Assist in the tendering process by analysing and evaluating
industry, is beneficial. Experience as a purchasing assistant or procurement intern can be valuable for a junior