Client Centric Financial Planning Assistant Sydney (Australia)

Client Centric Financial Planning Assistant Sydney (Australia)

11 Oct
|
EBR Ever Better Recruitment
|
Australia

11 Oct

EBR Ever Better Recruitment

Australia

EBR Ever Better Recruitment in Paddington, NSW, is seeking a proactive financial planning assistant to support Senior Advisors and clients. The role covers attending meetings, preparing high level strategic Statements of Advice (SoA), researching strategies and implementing recommendations.

You'll handle client queries, maintain portfolios, and help streamline administration. The ideal candidate holds a commerce/economics degree and 2+ years in financial planning or related fields, with solid
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📌 Client Centric Financial Planning Assistant Sydney (Australia)
🏢 EBR Ever Better Recruitment
📍 Australia

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