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
qualified candidate to fill a position for a Wealth Advisor Assistant, based in Bathhurst, in the Eastern purpose of the role is to assist and support the Wealth Advisor in fulfilling general sales and administrative and engagement. Actively provide support to Wealth Advisors for the acquisition, retention and maintenance
qualified candidate to fill a position for a Wealth Advisor Assistant, based in Bathhurst, in the Eastern purpose of the role is to assist and support the Wealth Advisor in fulfilling general sales and administrative and engagement. Actively provide support to Wealth Advisors for the acquisition, retention and maintenance
/>Passion for Financial Planning and Wealth Management
Meticulous Advisors
Strong ethical compass
Wealth business. Key role to support Wealth / Financial Advisors. Provide efficient administration support Responsibilities
Wealth business. Key role to support Wealth / Financial Advisors. Provide efficient administration support Main Responsibilities Provide support to Wealth Advisors for acquisition, retention and maintenance
Wealth business. Key role to support Wealth / Financial Advisors. Provide efficient administration support Main Responsibilities Provide support to Wealth Advisors for acquisition, retention and maintenance
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