Do you make all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you. You've got the admin skills with a can-do attitude and on
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
be done to best service clients. This includes assisting in the preparation of financial plans, risk analysis transfers, and documents for client meetings as well as assist with portfolio reviews. Where you'll be doing it
be done to best service clients. This includes assisting in the preparation of financial plans, risk analysis transfers, and documents for client meetings as well as assist with portfolio reviews. Where you'll be doing it
We're looking for a detail-oriented Financial Assistant who is deadline-driven and capable of handling doing (and why you'll enjoy it) As a Financial Assistant, you will play a critical role in maintaining
you'll be doing (and why you'll enjoy it) You will assist in reviewing management accounts to ensure accuracy hands-on with reconciliations and preparing the executive committee (Exco) pack, ensuring that all financial
Paraplanner. Is this you? You are a meticulous person with a passion for financial planning and client a Paraplanner, you'll play a crucial role in assisting Financial Advisors with comprehensive financial
Paraplanner. Is this you? You are a meticulous person with a passion for financial planning and client a Paraplanner, you'll play a crucial role in assisting Financial Advisors with comprehensive financial
you possess a strong work ethic, an outgoing personality, and the ability to communicate effectively across