We currently have a position available for a part-time Financial Planning Assistant for our Central Coast Office.

We are seeking a person with experience in various aspects of Financial Planning Administration.

Skills & Experience

- Experience with X-Plan Software is essential.
- Experience with Centrelink, insurance, statements of advice reviews, dividends and shares desirable but not essential.
- Excellent computer skills including word, excel, internet and email.

The following attributes are essential:- § A strong work ethic.

§ Strong Communication Skills.

§ Honesty and Integrity.

§ Highly professional outlook.

§ Client focussed and able to manage growing client portfolio.

§ Ability to work alone and as part of a team.

§ A sense of humour.





Our firm is rapidly expanding in provision of all-round complete Financial Services and the successful applicant will need to demonstrate motivation and will join a business that has huge potential for growth and new client opportunities. Ongoing training will be provided in a dynamic setting.

Salary – negotiable based on experience.

Please apply in writing, including your current resume by email or post along with a covering letter to:

Leisa Evans

Accountable Wealth Solutions

PO Box 342

GOSFORD NSW 2250

[email protected]

📌 Financial Planning Administration (Gosford)
🏢 Accountable Wealth Solutions
📍 Gosford