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EBR | sydney, nsw, australia, Australia | Posted June 02, 2026
Position Overview
Key Responsibilities:
Attend meetings with the Senior Advisor for both new and existing clientsAssist the Senior Advisors in the preparation of high level strategic SoA’s in a timely, professional and compliant mannerResearching and developing financial strategies for clientsPreparing ongoing strategic review documentsImplementing client recommendations, including establishing superannuation and investment funds, share portfolios and the rollover/redemption Attending to general client queries Maintenance and tracking client portfoliosDeveloping and refining administration processes.About you:
Degree qualified in Commerce, Economics, or similar discipline2+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferableIdeally come from a paraplanning or client services backgr...