This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed salary. […]
± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role. […]
Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. […]
Provide ongoing financial advice to clients, in collaboration with the Wealth Planners, on portfolio matters such as risk, market trends, investment performance, benchmarks, and insured values.
Process and implement client instructions...