Role Overview

This CFP Wealth Manager/Risk Specialist opportunity in Claremont gives the right candidate a chance to work in business management with clear responsibilities and visible impact.

Key Responsibilities

Support the team by managing working closely with internal support teams, you'll ensure seamless administration and regulatory compliance while identifying opportunities to grow assets under manageme.
Take responsibility for the core day-to-day work expected of a CFP Wealth Manager/Risk Specialist.
Work with colleagues, customers or suppliers to keep work moving and issues visible.
Keep records, updates and handovers clear so decisions can be made with confidence.
Maintain a professional standard of delivery, communication and follow-through.

Requirements

Enough hands-on experience to understand the pace and standards of business management work.
Clear communication and the confidence to work with different stakeholders.
Sound judgement, ownership of assigned work and willingness to solve problems properly.