Job Description
Esencia Wealth is seeking a proactive skilled 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.
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The role involves well-researched, compliant advice preparation, complex strategy development, and ongoing participation in client meetings for learning and growth.
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📌 Advisor Support & Planning Specialist (New South Wales)
🏢 Esencia Wealth
📍 New South Wales
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