a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and responsible for processing new business and general administration tasks. It includes ensuring compliance with innovative, independent firm that provides customized financial planning services to retirement funds and their at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin admin at an independent financial planning firm. Matric is a minimum requirement and you need to be fluent
a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and responsible for processing new business and general administration tasks. It includes ensuring compliance with innovative, independent firm that provides customized financial planning services to retirement funds and their at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin admin at an independent financial planning firm. Matric is a minimum requirement and you need to be fluent