Description PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms. Duties would include: Provide administrative services to
Description PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms. Duties would include: Provide administrative services to
procurement, office infrastructure, departmental administration, planning, research and quality assurance User orientation
procurement, office infrastructure, departmental administration, planning, research and quality assurance User orientation
procurement, office infrastructure, departmental administration, planning, research and quality assurance
information, and overseeing the administration of the financial planning practice, including compliance planning recommendations Oversee the administration of a financial planning practice, including but not limited
information, and overseeing the administration of the financial planning practice, including compliance planning recommendations Oversee the administration of a financial planning practice, including but not limited
experience providing technical and administrative financial planning support to Advisers and senior management but not limited to: Technical and administrative financial planning support to Financial Advisers &
experience providing technical and administrative financial planning support to Advisers and senior management but not limited to: Technical and administrative financial planning support to Financial Advisers &
materials in line with SAQA requirements. 14. Administration: Plan and execute training projects and complete