At a Glance
- Tasks: Manage client relationships and support senior advisors in financial planning.
- Company: Join EBR Ever Better Recruitment, a leading firm in Paddington NSW.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities to develop strategies across multiple entities.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: 3+ years of experience in financial planning and strong communication skills.
The predicted salary is between 67500 - 82500 $ per year.
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.
Strong 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 in Sydney employer: EBR Ever Better Recruitment
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Contact Details:
EBR Ever Better Recruitment Recruitment Team
