Craven Street Wealth, part of the Quanta Group, is seeking an experienced role to support the advisory team in delivering high-quality financial planning services to clients. The role focuses on preparing for client meetings, ensuring timely follow-ups, and providing sign-off of advice where appropriate, while supporting growth through client development.
You will collaborate with the Technical and Advice Reporting, Client Services and Client Processing teams, maintain CPD, and ensure compliance
📌 Hybrid Associate Financial Planner (Australia)
🏢 Wealthtime
📍 Australia
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