support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent financial
support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent financial
client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service and on track to complete their Certified Financial Planner® designation will be given preference. Additionally
needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service and on track to complete their Certified Financial Planner® designation will be given preference. Additionally
have been sent and received Assisting new Para-planners with pre-checking and training on Client Advice
have been sent and received Assisting new Para-planners with pre-checking and training on Client Advice
financial planning administration or as a Financial Planner with solid investment and retirement product knowledge
financial planning administration or as a Financial Planner with solid investment and retirement product knowledge