HSP Private Wealth, a well-established private wealth firm in Brisbane, is seeking a team-oriented skilled to support a Senior Adviser. You will prepare client review packs, assist with advice implementation, and manage ongoing client relationships in a team-oriented setting.
n
The role requires at least 3 years in a client-facing role, exposure to superannuation, investments and tax strategies, and strong communication and organisational skills. Xplan experience is preferred.