This is an opportunity to join a well-established office and team which is growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support function to our office. In this role you will be allocated a portfolio of clients to assist with processing transactions, d
This is an opportunity to join a well-established office and team which is growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative support function to our office. In this role you will be allocated a portfolio of clients to assist with processing transactions, d
Key Requirements: Financial Management: Budgeting: Develop and manage organisational budgets in collaboration with relevant stakeholders. Financial Reporting: Ensure accurate and timely financial reporting, including monthly, quarterly, and annual reports. Audit Preparation: Prepare for and lead the