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.
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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 robust