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 qualified standards.
#J-18808-Ljbffr
📌 Financial Planning Associate — Client Services (Flexible) (Newcastle City Council)
🏢 Waterford Accountants
📍 Newcastle City Council
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.