of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent
of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we a
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we a
a Paraplanner, you'll play a crucial role in assisting Financial Advisors with comprehensive financial With opportunities to attend industry-related workshops and seminars, you'll continuously enhance your
a Paraplanner, you'll play a crucial role in assisting Financial Advisors with comprehensive financial With opportunities to attend industry-related workshops and seminars, you'll continuously enhance your
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
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
minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent
minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent