This role presents an opportunity to move into a dynamic, entrepreneurial environment as the business embarks on an ambitious growth strategy. […]
Providing administrative support to Financial Advisors, including scheduling client meetings, preparing meeting agendas and managing follow-up tasks. […]
Requirements for this Role Successful candidate will likely have the following background: A degree in Finance, Economics, Business or similar. A financial planning certification (e.g. QFA, APA, RPA) would be advantageous. 0-3 years experience in a paraplanning or similar role within the financial services...