Financial Planning Support Associate (New South Wales)

Financial Planning Support Associate (New South Wales)

26 Aug
|
Esencia Wealth
|
New South Wales

26 Aug

Esencia Wealth

New South Wales

Job Description
Esencia Wealth is seeking an experienced Assistant to Advice to support financial advisers in delivering high-quality, well-researched advice. You will collaborate across teams to develop and implement tailored guidance, prepare Statements and Records of Advice, and manage client communications to ensure timely, compliant outcomes.
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You will be involved in developing complex strategies, reviewing documents for regulatory compliance, and mentoring the Client Experience Team while supporting
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📌 Financial Planning Support Associate (New South Wales)
🏢 Esencia Wealth
📍 New South Wales

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