Our client, based in Bedfordview, is seeking a skilled and organized individual to assist our Financial Advisors with the administration and preparation of financial planning advice. The ideal candidate will have a strong understanding of financial products and services, exceptional attention to detail, and the ability to work efficiently in a fast-paced environment. […]
Draft suitability reports and recommendations based on client objectives, risk tolerance, and financial circumstances. […]
Manage client files, ensuring all documentation is up-to-date and compliant with regulatory requirements...