Key Responsibilities:
Do you make all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you. You've got the admin skills with a can-do attitude and on
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
As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in love to hear from you. Responsibilities Assist Wealth Managers in managing client portfolios Perform data
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