files for annual audits. Assisting external auditors with the annual audit. Assist with client queries as/when
strong passion for Financial Planning and will assisting in maintaining and developing a leading wealth process of preparation of client review packs (with assistance from administrative team and Paraplanners where experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative
strong passion for Financial Planning and will assisting in maintaining and developing a leading wealth process of preparation of client review packs (with assistance from administrative team and Paraplanners where experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative