ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation cash flow forecasts). To keep up to date with technical issues and undertake the necessary research in review by FP Identify areas for planning Carry out technical calculations Undertake research both independently profile and lifetime cash flow Produce clear, technically accurate, compliant and concise Financial Plans asset allocation, risk profile etc Carry out technical calculations Implement agreed actions post review
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation cash flow forecasts). To keep up to date with technical issues and undertake the necessary research in review by FP Identify areas for planning Carry out technical calculations Undertake research both independently profile and lifetime cash flow Produce clear, technically accurate, compliant and concise Financial Plans asset allocation, risk profile etc Carry out technical calculations Implement agreed actions post review
procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures onboarding • Technical queries: o assist advisory, fiduciary and consulting operations with technical queries
procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures onboarding • Technical queries: o assist advisory, fiduciary and consulting operations with technical queries