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.
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Responsibilities include producing tailored correspondence, preparing meeting documentation, and ensuring compliance with regulatory requirements. The role emphasizes robust communication and knowledge of financial planning practices.
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📌 HNW Client Advisory Associate (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney
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