CA Financial Appointments: Wealth Management Associate

CA Financial Appointments

Duties & Responsibilities

An exciting opportunity for someone to join a wealth firm in the Southern Suburbs as a Wealth Manager Associate. My client is looking for someone with financial planning experience to join their team on a permanent basis.

Responsibilities:

  • Administrative support to Wealth Manager
  • Financial needs analysis
  • Professional liaison with clients and institutions

Requirements:

  • Commerce or Finance degree and ideally studying towards CFP
  • Experience in and solid knowledge and understanding of FICA, FAIS, and financial needs analysis
  • 1 to 3 years working experience in financial planning

Please note that if you have not heard from us 2 weeks from application, please consider yourself unsuccessful – please do continue to follow us online and apply for suitable roles



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