Wealth Management Assistant Claremont
Our client a Wealth Management company is looking for a Wealth Management Assistant provides administrative support to a Wealth Manager in all aspects of their portfolio.
Experience in and solid knowledge and understanding of FICA, FAIS, and financial needs analysis
1-3 years working experience in financial planning
Commerce or financial degree from a reputable tertiary institution
CFP or studying towards a postgraduate diploma in financial planning would be advantageous