Wealth Planning Assistant Boutique Firm, Mentoring City Of Sydney (Australia)

Wealth Planning Assistant Boutique Firm, Mentoring City Of Sydney (Australia)

06 Aug
|
Keegan Adams Recruitment
|
Australia

06 Aug

Keegan Adams Recruitment

Australia

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 (Australia)
🏢 Keegan Adams Recruitment
📍 Australia

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