Esencia Wealth is seeking a paraplanning support skilled to assist financial advisers in delivering high-quality management and advice documents. You will coordinate client communications, prepare artifacts, and support onboarding and review processes with advisers and partners.
The role emphasizes client service, attention to detail, and proactive collaboration across the advisory team to ensure timely delivery of advice and proper documentation.
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📌 Client Experience Lead For Financial Advice Support Sydney (Australia)
🏢 Esencia Wealth
📍 Australia
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