11 Oct
|
EBR Ever Better Recruitment
|
Sydney
11 Oct
EBR Ever Better Recruitment
Sydney
EBR Ever Better Recruitment in Paddington NSW seeks a financial planning skilled with 3+ years of experience to manage day-to-day client relationships and support senior advisors. You will attend client meetings, assist with complex SOAs, and develop strategies across multiple entities.
Robust communication and Xplan skills are essential. Responsibilities include preparing engagement letters, implementing superannuation and investment funds, and managing client portfolios with a high level
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📌 Client Focused Financial Planning Associate Sydney
🏢 EBR Ever Better Recruitment
📍 Sydney