Part Time Financial Planning Admin Pro — X Plan Expert New South Wales

Part Time Financial Planning Admin Pro — X Plan Expert New South Wales

06 Aug
|
Accountable Wealth Solutions
|
New South Wales

06 Aug

Accountable Wealth Solutions

New South Wales

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.
Robust computer skills (Word, Excel, email) and a client-focused, team-oriented approach are required to support our growing practice.
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📌 Part Time Financial Planning Admin Pro — X Plan Expert New South Wales
🏢 Accountable Wealth Solutions
📍 New South Wales

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