Primary responsibilities include preparing comprehensive financial reports, supporting financial advisers in client documentation, conducting research and analysis of financial products and investment strategies, and maintaining detailed client records with high levels of accuracy and professionalism.
Required experience includes strong analytical skills, detailed understanding of financial planning principles, proficiency in financial software and reporting tools, understanding of investment products, and a relevant financial qualification such as a degree in finance or professional certification in financial planning.
The role offers an opportunity to work within a prestigious wealth management firm, develop professional skills in financial planning, benefit from potential career progression, access to professional development programs, and work in a supportive team environment focused on delivering high-quality financial services to clients.
