environment (minimum 3 - 5 years). At least 3 years' work experience within a Financial Planning practice and general financial analysis. Experience in working with Elite Wealth's financial planning software summarise and analyse new client information/data. Working with the Financial Planner to develop strategy
environment (minimum 3 - 5 years). At least 3 years' work experience within a Financial Planning practice and general financial analysis. Experience in working with Elite Wealth's financial planning software summarise and analyse new client information/data. Working with the Financial Planner to develop strategy
meticulous attention to detail. Initiative-taking work ethic. Organizational skills, ability to prioritize