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 New South Wales
🏢 Keegan Adams Recruitment
📍 New South Wales
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