of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent support role but the opportunities are endless. A market-related salary will be offered as well as annual
service the clients. What you'll get You'll get a market related salary and you will get to join a team
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing exceptional attention to detail and the ability
minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent
in financial planning and move beyond the basic admin and support? Is this you? You've kick started your responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial
built a solid foundation in terms of investment admin experience or investment client service and you're the COO who will give you exposure to the full admin and operations process. You'll be drafting proposals at least 1-2 years' experience doing investment admin/processing or investment client service. Preference
of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent support role but the opportunities are endless. A market-related salary will be offered as well as annual
service the clients. What you'll get You'll get a market related salary and you will get to join a team
Have you found your groove in doing admin and support for Financial Planners? Is this you? You've worked financial planning with solod admin experience, you must love and enjoy doing admin but also be eager to learn in developing their employees. You be offered a market related salary as well as a guaranteed 13 th cheque
an Equity Analyst role. Your economic and stock market knowledge is crucial, as will your ability to work