a Paraplanner, you'll play a pivotal role in supporting a financial planning practice. From conducting interactions, all within a collaborative and supportive team environment. Where you'll be doing it You'll minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent brokerage
a Paraplanner, you'll play a pivotal role in supporting a financial planning practice. From conducting interactions, all within a collaborative and supportive team environment. Where you'll be doing it You'll minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent brokerage
building financial solutions in SQL Server and supporting Software Development frameworks & exposure software knowledge of both team and self. Train/Support/Coach junior members of team. Communicate with Building financial solutions in SQL Server and supporting Software Development frameworks. Exposure to
will play a crucial role in providing technical support to Wealth Managers and preparing comprehensive opportunity to work with industry leaders in a supportive and dynamic environment. Our client offers a
will play a crucial role in providing technical support to Wealth Managers and preparing comprehensive opportunity to work with industry leaders in a supportive and dynamic environment. Our client offers a
software, maintain existing software while resolving support queries and learning about data, financial data maintain existing software solutions. Resolve support queries. REQUIREMENTS: Qualifications – Undergraduate
members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios. Providing these portfolios on an ongoing basis and provide support to the Portfolio Management team. Understanding
risk assessments.
audits and risk assessments. Provide training and support to team members on compliance issues. Liaise with
audits and risk assessments. Provide training and support to team members on compliance issues. Liaise with