to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
compliance team. Your responsibilities will include assisting in the preparation of compliance documents, maintaining
compliance team. Your responsibilities will include assisting in the preparation of compliance documents, maintaining
responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial
responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial
a Paraplanner, you'll play a crucial role in assisting Financial Advisors with comprehensive financial
a Paraplanner, you'll play a crucial role in assisting Financial Advisors with comprehensive financial
you'll be doing (and why you'll enjoy it) You will assist in reviewing management accounts to ensure accuracy