Wealth Planning Assistant - Boutique Firm, Mentoring (City of Sydney)

Wealth Planning Assistant - Boutique Firm, Mentoring (City of Sydney)

05 Aug
|
Keegan Adams Recruitment
|
City of Sydney

05 Aug

Keegan Adams Recruitment

City of Sydney

Keegan Adams Recruitment in Sydney is seeking a Financial Planning Assistant to join a boutique investment firm's wealth team. You will support advisers in delivering an exceptional client experience for a loyal HNW client base.

Working alongside award-winning advisers, you will manage wealth processes, prepare applications, and maintain client records with attention to detail and a client-first mindset.

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📌 Wealth Planning Assistant - Boutique Firm, Mentoring (City of Sydney)
🏢 Keegan Adams Recruitment
📍 City of Sydney

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