Financial Services Administrator to assist a Wealth and Portfolio Manager. This role will only suit a candidate
Have you found your groove in doing admin and support for Financial Planners? Is this you? You've worked in a support role supporting Financial Advisors but you're keen to make a change and take on more technical responsibilities as you settle in your new role and grow in the world of financial plan
an Analyst and the focus will be on assisting Senior Wealth Managers in managing a portfolio of clients
an Analyst and the focus will be on assisting Senior Wealth Managers in managing a portfolio of clients
gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical
gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical
Financial Services Administrator to assist a Wealth and Portfolio Manager. This role will only suit a candidate
Providers
Product Providers Assisting re-allocation of clients when a Private Wealth Manager resigns Assisting
Product Providers Assisting re-allocation of clients when a Private Wealth Manager resigns Assisting