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
We're looking for a detail-oriented Financial Assistant who is deadline-driven and capable of handling doing (and why you'll enjoy it) As a Financial Assistant, you will play a critical role in maintaining
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
you'll be doing (and why you'll enjoy it) You will assist in reviewing management accounts to ensure accuracy
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
responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial