Financial Planning Associate — Client Services (Flexible) (New South Wales)

Financial Planning Associate — Client Services (Flexible) (New South Wales)

05 Aug
|
Waterford Accountants
|
New South Wales

05 Aug

Waterford Accountants

New South Wales

Waterford Financial Services in Newcastle, Maitland & Hunter, NSW, seeks an Advice Associate - Financial Planning (Client Services) to support our team in delivering compliant, client-focused financial plans.

You will bridge between financial planners and clients, handle fact-finding, prepare plans, coordinate meetings, monitor outcomes, and help with onboarding while upholding our skilled standards.

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📌 Financial Planning Associate — Client Services (Flexible) (New South Wales)
🏢 Waterford Accountants
📍 New South Wales

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