Vivere Recruitment Group is seeking a proactive professional to support Senior Financial Advisers in Sydney. You will help implement client strategies and contribute to portfolio recommendations while maintaining client relationships.
Responsibilities include producing tailored correspondence, preparing meeting documentation, and ensuring compliance with regulatory requirements. The role emphasizes solid communication and knowledge of financial planning practices.
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📌 HNW Client Advisory Associate (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney
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