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.
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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 Tamworth
🏢 Accountable Wealth Solutions
📍 Tamworth
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