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Senior Wealth Management Professional
2 weeks ago
This dynamic role in wealth management offers opportunities to develop and grow your skills.
Main Responsibilities:- Preparing SOAs and Advice: Develop Statements of Advice (SOAs), Recommendations, and other supporting documentation for clients.
- Implementing Advice: Implement advice documentation according to client requirements.
- Supporting Client Correspondence: Assist with client correspondence and administration tasks as needed.
- Maintaining Records and Compliance: Maintain accurate and up-to-date records and ensure consistent compliance standards are met.
- Experience: Minimum 3 years' experience in a CSO role or 1 year as a paraplanner.
- Xplan Experience: Advanced Xplan experience is required.
- Office Software: Proficient in MS Office.
