Are you a motivated individual seeking to kick-start your career in the dynamic field of Financial Planning? If you possess exceptional organisational skills, a keen eye for detail, and a strong desire to learn and grow, then we have the perfect opportunity for you! We are currently seeking a Financial Planning Assistant, also known as a Client Service Manager, to join our team. […]
Provide administrative support to your wealth team, including scheduling appointments, managing calendars, and handling correspondence. […]
Communicate with clients in a professional and courteous manner, addressing...