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The Key Account Manager will develop and execute strategies to engage with Advisers, Dealer Groups, and Researchers to drive growth and manage relationships in the asset management sector.

The Team Administrator supports personal assistants with administrative tasks including diary management, call filtering, meeting coordination, documentation preparation, and finance processing.

As a Senior Financial Adviser, you will manage client relationships, identify risk insurance opportunities, and prepare advice documentation while overseeing new business follow-ups.

Assist Advisors by preparing tailored advice documents, conducting financial analysis, and ensuring compliance with corporate regulations in a collaborative team environment.

As an Accountant, you will prepare financial statements, tax returns, and compliance while collaborating with team members on various projects.

The program offers graduates foundational skills in paraplanning and finance, with early responsibilities and career support to foster growth.