record-keeping purposes.
Assisting the Financial Planner and Para-Planner with administrative their development.
Assisting the Financial Planner in attracting and retaining clients
declarations havebeen sent and received
declarations have been sent and received Assisting new Para-planners with pre-checking and training on Client
declarations have been sent and received Assisting new Para-planners with pre-checking and training on Client
least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at
least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at
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Other general: Required to provide assistance to all Financial Planners and senior management with any general
Other general: Required to provide assistance to all Financial Planners and senior management with any general