Wealth Planning Becoming a Wealth Planner at EQ-FIN will give you the opportunity to partner with your
Wealth Planning Becoming a Wealth Planner at EQ-FIN will give you the opportunity to partner with your
main objective of this role is to assist the Wealth Planners with any administration relating to the servicing
but are not limited to:
1. Support to Wealth Planner
o Time Management - Turnaround time /
information)
o Schedule meetings with Wealth Planner, receiving of clients and ensure that meeting
main objective of this role is to assist the Wealth Planners with any administration relating to the servicing
to turn your aspirations into reality. As a Wealth Planner or Financial Advisor with Liberty, you'll have
worked in a support role supporting Wealth Managers or Financial Planners but you're keen to make a change years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent
worked in a support role supporting Wealth Managers or Financial Planners but you're keen to make a change years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent
years’ experience as a Client Wealth Manager, Financial Advisor or Planner
Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative
A prominent Wealth Management firm is seeking an experienced Wealth and Investment Manager to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth “HNW” clients. The ideal candidate should possess a deep understanding of investment and we