Are you an Analyst that enjoys working with clients? Here's your opportunity to combine those skills Is this you? You've gained solid experience as an Investment Analyst, as passionate as you are about investments and research, you also enjoy consulting with and advising clients on how best to struc
Are you an Analyst that enjoys working with clients? Here's your opportunity to combine those skills Is this you? You've gained solid experience as an Investment Analyst, as passionate as you are about investments and research, you also enjoy consulting with and advising clients on how best to struc
role, you will play a crucial role in providing technical support to Wealth Managers and preparing comprehensive growth. With constant innovation and a focus on technical expertise, you'll thrive in this dynamic and challenging essential. Additionally, you should possess highly technical and analytical thinking, strong financial acumen
role, you will play a crucial role in providing technical support to Wealth Managers and preparing comprehensive growth. With constant innovation and a focus on technical expertise, you'll thrive in this dynamic and challenging essential. Additionally, you should possess highly technical and analytical thinking, strong financial acumen
you're keen to make a change and take on more technical responsibilities and grow in the world of wealth Wealth Manager or Financial Planner doing the technical admin at an independent financial planning firm
you're keen to make a change and take on more technical responsibilities and grow in the world of wealth Wealth Manager or Financial Planner doing the technical admin at an independent financial planning firm
gained some technical admin experience and now you want to get stuck into the real technical admin that
gained some technical admin experience and now you want to get stuck into the real technical admin that
trust structures, is highly advantageous. Strong technical skills in Caseware, Xero, and Microsoft Office
(and why you'll enjoy it) You'll be doing highly technical investment analysis work to propose solutions