a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and innovative, independent firm that provides customized financial planning services to retirement funds and their Wealth Manager or Financial Planner doing the technical admin at an independent financial planning firm.
a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and innovative, independent firm that provides customized financial planning services to retirement funds and their Wealth Manager or Financial Planner doing the technical admin at an independent financial planning firm.
pension fund benefits in compliance with the Financial Sector Conduct Authority customer principles. for business development. • Annual Budgets and Financial Management •Prepare and motivate for budget to professional bodies – where applicable. •Certified Financial Planner qualification preferred, FAIS qualifications years job-related experience (retirement and financial planning) with a focus on employee benefit client