Do you make all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you. You've got the admin skills with a can-do attitude and on
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
be done to best service clients. This includes assisting in the preparation of financial plans, risk analysis transfers, and documents for client meetings as well as assist with portfolio reviews. Where you'll be doing it
be done to best service clients. This includes assisting in the preparation of financial plans, risk analysis transfers, and documents for client meetings as well as assist with portfolio reviews. Where you'll be doing it
Have you found your groove in doing admin and support for Financial Planners? Is this you? You've worked in a support role supporting Financial Advisors but you're keen to make a change and take on more technical responsibilities as you settle in your new role and grow in the world of financial plan
energy, designing photovoltaic solar systems and assisting with marketing activities. With our client, every
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