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:-
- Honesty and Integrity.
- 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 environment.