SUMMARY:
This role plays a key part in supporting a high‑performing wealth advisory team by delivering accura POSITION INFO:
This role plays a key part in supporting a high‑performing wealth advisory team by delivering accurate, compliant and client‑focused financial planning analysis that enables informed advice and long‑term outcomes. Why join this team?

• Work alongside an experienced Senior Wealth Planner and dedicated support team
• Be closely involved in client portfolio reviews, financial plans and tailored recommendations
• Contribute meaningfully to high‑quality advice that supports clients through different life stages
• Gain exposure to complex planning strategies, investment research and technical analysis
• Operate in a collaborative, professional environment that values precision and service excellence

What you will be doing:

• Prepare and maintai...