Wealth Advisor Assistant Paarl
Well-established Financial Services Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative qualification
At least 5+ years experience in Wealth Advisor Assistant or Office Administration or Financial
/>Passion for Financial Planning and Wealth Management
Meticulous Advisors
Strong ethical compass
offering a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation
offering a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation
least 2 years’ experience as a Client Wealth Manager, Financial Advisor or Planner
Role Title : Operations Manager Client Summary : Our client is a trailblazer in the financial services sector, offering bespoke investment management services to elite financial advisors and wealth managers. With a global footprint spanning South Africa, the UK, and Ireland, and managing assets wort
Reference: PE002380-RW-1 Our client in the Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified person with previous experience providing technical and administrative financial planning support to Ad
Requirements:
Reference: PE002380-RW-1 Our client in the Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified person with previous experience providing technical and administrative financial planning support to Ad
your aspirations into reality. As a Wealth Planner or Financial Advisor with Liberty, you'll have the opportunity