to join a very well regarded boutique wealth management firm. This position would suit someone with a Planning and will assisting in maintaining and developing a leading wealth management division through the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate client onboarding documentation. Oversee the management and updating of client CRM profile. Liaise with and manage admin related queries or issues with clients directly on behalf of the Wealth Manager Manage
to join a very well regarded boutique wealth management firm. This position would suit someone with a Planning and will assisting in maintaining and developing a leading wealth management division through the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate client onboarding documentation. Oversee the management and updating of client CRM profile. Liaise with and manage admin related queries or issues with clients directly on behalf of the Wealth Manager Manage
Paraplanner to join a well renowned boutique wealth management firm in the southern suburbs of Cape Town. We has experience as a Paraplanner within wealth management, preparing detailed and complex proposals and existing clients. Prepare Goals Based Wealth Management proposals and reports for clients. Prepare Financial software). Assist in the development and maintenance of wealth management products / strategies Assist Wealth Wealth Managers and Wealth Management Associates troubleshooting Financial Needs Analyses for clients. Compile
Paraplanner to join a well renowned boutique wealth management firm in the southern suburbs of Cape Town. We has experience as a Paraplanner within wealth management, preparing detailed and complex proposals and existing clients. Prepare Goals Based Wealth Management proposals and reports for clients. Prepare Financial software). Assist in the development and maintenance of wealth management products / strategies Assist Wealth Wealth Managers and Wealth Management Associates troubleshooting Financial Needs Analyses for clients. Compile