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.
Solid 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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