23rd August,
The Business Edwards Marshall Financial Solutions offers you exposure to the full breadth of strategic financial advice considerations and bespoke investment solutions to high net wealth clients and business owners. If you want to experience what good holistic and ethical advice looks like, then you will find no better example. They are currently seeking two Associate Advisors to assist their principal advisors manage their clients. Current Opportunity As part of the team you will be supporting our Principal Advisors to produce high quality SOAs and ROAs, building your technical skills underpinned by clear communication and exceptional client service. Some of your key responsibilities will include, but not be limited to:
prepare para-planning advice requests for SoAs and ROAs sent to outsourced paraplanner
development of suitable client asset allocation & investment recommendations
financial modelling and/or research within agreed timeframes including using
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