You love financial planning, but hate prospecting, the insecure income. Actually, you would really rather assist an already successful planner that has capacity clients and needs you to take care of them while he brings in more business. Or you are strongly interested in financial planning, unqualified but have been in a senior support role. The directors are nearly ready to play golf after many years of hard slog and will soon be wanting someone to take over the day to day management. In the meantime you will be a supportive ‘back-stop’ to our Director, working with him managing his workflow and priorities.
You’ll be a pro-active multi-tasker, well used to managing yourself through interruptions, while paying close attention to detail. You’ll also need to have a high level of expertise with computers, and be keen to learn more.
Ph 04 471 0662 or register your interest byemail: richard@creatingwealth.co.nz
Ready to be a Financial Planner/PA?
Thursday, August 7th 2003, 10:16AM
Tue, Mar 17th 2026 08:54AM
01
Sun, Feb 15th 2026 04:30PM
02
Thu, Feb 5th 2026 08:45AM
03
Thu, Dec 4th 2025 08:31AM
04