Financial Planning Adviser Support & Governance South Australia

Financial Planning Adviser Support & Governance South Australia

12 Aug
|
Hood Sweeney
|
Australia

12 Aug

Hood Sweeney

Australia

Hood Sweeney is seeking an experienced Adviser Support skilled to join the Financial Planning team in Adelaide. You will assist the Head of Financial Planning, engage with clients, coordinate onboarding, and help ensure advice, review and compliance activities are completed accurately and on time.

You will also provide high-level executive assistant support, coordinate board and committee meetings, and manage client documentation and communications in a qualified services workplace.
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📌 Financial Planning Adviser Support & Governance South Australia
🏢 Hood Sweeney
📍 Australia

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