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.
n
Experience with X-Plan Software is essential, with desirable familiarity in Centrelink, insurance, and statements of advice reviews. Strong computer skills (Word, Excel, email) and a client-focused, team-oriented approach are required to support our growing practice.
#J-18808-Ljbffr
📌 Part-Time Financial Planning Admin Pro -- X-Plan Expert (Central Coast Council)
🏢 Accountable Wealth Solutions
📍 Central Coast 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.