financial planning and the part you enjoy most if the research and analysis that happens before you can advise
financial planning and the part you enjoy most if the research and analysis that happens before you can advise
annual client meetings, e.g. back testing, fund research etc. Where necessary prepare comparisons, summary
trustees with exceptional or problem situations with research / investigations to suggest solutions Financial
CRM would be advantageous. Regulatory Advisory: Research, gather data, complete an analysis and integrate
CRM would be advantageous. Regulatory Advisory: Research, gather data, complete an analysis and integrate
annual client meetings, e.g. back testing, fund research etc. Where necessary prepare comparisons, summary
annual client meetings, e.g. back testing, fund research etc. Where necessary prepare comparisons, summary
others. Critical thinking: ability to strategize, research and interpret. Problem solving ability to apply
timeliness Must be detail-oriented, have strong research, problem-solving, and analytical skills, and have