05 Aug
|
Accountable Wealth Solutions
|
Gosford
05 Aug
Accountable Wealth Solutions
Gosford
Accountable Wealth Solutions in Gosford, NSW is seeking a part time Financial Planning Assistant for our Central Coast Office. The role involves providing administrative support across financial planning tasks and client service.
Experience with X-Plan Software is essential, with desirable familiarity in Centrelink, insurance, and statements of advice reviews. Strong computer skills (Word, Excel, email) and a client-focused, team-oriented approach are required to support our growing practice.
#J-18808-Ljbffr
📌 Part-Time Financial Planning Admin Pro — X-Plan Expert (Gosford)
🏢 Accountable Wealth Solutions
📍 Gosford