At a Glance
- Tasks: Support Senior Advisors and clients with financial planning and administration tasks.
- Company: Join EBR Ever Better Recruitment, a dynamic team in Paddington, NSW.
- Benefits: Gain valuable experience in finance while working in a supportive environment.
- Other info: Proactive role with opportunities for professional development and career advancement.
- Why this job: Make a real difference in clients' financial journeys and grow your skills.
- Qualifications: Commerce/economics degree and 2+ years in financial planning or related fields.
The predicted salary is between 47250 - 57750 $ per year.
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 (So A), researching strategies and implementing recommendations.
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 strong
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Client-Centric Financial Planning Assistant in Sydney employer: EBR Ever Better Recruitment
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Contact Details:
EBR Ever Better Recruitment Recruitment Team
