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.
J-18808-Ljbffr
📌 Wealth Planning Assistant Boutique Firm, Mentoring New South Wales
🏢 Keegan Adams Recruitment
📍 New South Wales
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.