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
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