02 Nov
|
The Recruitment Council
|
Newlands
02 Nov
The Recruitment Council
Newlands
The Recruitment Council in Newlands, Australia, seeks a qualified Financial Planner to join a skilled team at the Newlands office. You will meet clients virtually or in person, onboarding current clients and advising on investment portfolios, including offshore prospects.
You will assist with tax planning, estate planning, and wills, prepare regular reviews, and maintain accurate client records while ensuring strict FICA compliance.
📌 Financial Planner: Wealth, Tax Newlands
🏢 The Recruitment Council
📍 Newlands