Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy it) You will support a small team of Financial Planners with daily administration which will include interacting platforms and clients. You will also aid the Financial Planners with processing new business and existing business
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy it) You will support a small team of Financial Planners with daily administration which will include interacting platforms and clients. You will also aid the Financial Planners with processing new business and existing business
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
receiving load instructions from the Logistics Planners.
Your areas of responsibi
coordinate any non-conformance with the Logistics Planners.
information/data.
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
receiving load instructions from the Logistics Planners.
Your areas of responsibi
coordinate any non-conformance with the Logistics Planners.
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