Advisor Support & Planning Specialist (Sydney)

Advisor Support & Planning Specialist (Sydney)

24 Aug
|
Esencia Wealth
|
Sydney

24 Aug

Esencia Wealth

Sydney

Esencia Wealth is seeking a proactive qualified to assist financial advisers in delivering high-quality advice to clients. You will collaborate with Advisers and Partners to coordinate advice development, prepare tailored Statements and Records of Advice, and manage client communications in partnership with advisers.
The role involves well-researched, compliant advice preparation, complex strategy development, and ongoing participation in client meetings for learning and growth.
#J-*****-Ljbffr

📌 Advisor Support & Planning Specialist (Sydney)
🏢 Esencia Wealth
📍 Sydney

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