declarations have been sent and received Assisting new Para-planners with pre-checking and training on Client
declarations have been sent and received Assisting new Para-planners with pre-checking and training on Client
behaviour, and trends Mentor interns / Assistant Strategic Planner Understand the role of digital and ATL
behaviour, and trends Mentor interns / Assistant Strategic Planner Understand the role of digital and ATL
government partners. These products aim to assist local government planners, researchers and operational teams
government partners. These products aim to assist local government planners, researchers and operational teams
least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at
least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at
Other general: Required to provide assistance to all Financial Planners and senior management with any general
Other general: Required to provide assistance to all Financial Planners and senior management with any general