This role would suit someone with some previous experience or knowledge of the finance sector, who is keen to progress their career and take advantage of the fantastic training and qualification support on offer.
Duties include assisting in drafting financial documents, preparing financial reports, analysing portfolios and assets, and learning all key functions involved in financial advising.
Key Responsibilities: Communicating with clients to collect essential information and address financial queries. Creating reports and presentation materials for client meetings. Conducting research and providing analysis-based recommendations to financial advisers. Supporting the evaluation of risk assessments, portfolio performance, and asset allocation. Working alongside financial planners and paraplanners while staying informed about industry regulations and legal updates impacting financial planning. Candidate Profile: A degree or relevant experience in the financial sector is advantageous but not mandatory. Hours: Full time: Permanent: 8:30 am to 5:00 pm, Monday to Friday.
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Duties include assisting in drafting financial documents, preparing financial reports, analysing portfolios and assets, and learning all key functions involved in financial advising.
Key Responsibilities: Communicating with clients to collect essential information and address financial queries. Creating reports and presentation materials for client meetings. Conducting research and providing analysis-based recommendations to financial advisers. Supporting the evaluation of risk assessments, portfolio performance, and asset allocation. Working alongside financial planners and paraplanners while staying informed about industry regulations and legal updates impacting financial planning. Candidate Profile: A degree or relevant experience in the financial sector is advantageous but not mandatory. Hours: Full time: Permanent: 8:30 am to 5:00 pm, Monday to Friday.
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