EBR Ever Better Recruitment in Paddington NSW seeks a financial planning professional with 3+ years of experience to manage day-to-day client relationships and support senior advisors. You will attend client meetings, assist with complex SOAs, and develop strategies across multiple entities.
Solid communication and Xplan skills are essential. Responsibilities include preparing engagement letters, implementing superannuation and investment funds, and managing client portfolios with a high level
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📌 Client-Focused Financial Planning Associate (Sydney)
🏢 Ebr
📍 Sydney
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