Job Description
Esencia Wealth is seeking a paraplanning support qualified 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.
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The role emphasizes client service, attention to detail, and proactive collaboration across the advisory team to ensure timely delivery of advice and proper documentation.
📌 Client Experience Lead For Financial Advice Support New South Wales
🏢 Esencia Wealth
📍 New South Wales
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