We currently have a position available for a part time Financial Planning Assistant for our Central Coast Office.
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We are seeking a person with experience in various aspects of Financial Planning Administration.
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Skills & Experience
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Experience with X-Plan Software is essential.
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Experience with Centrelink, insurance, statements of advice reviews, dividends and shares desirable but not essential.
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Excellent computer skills including word, excel, internet and email.
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The following attributes are essential:-
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- Honesty and Integrity.
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- Client focussed and able to manage growing client portfolio.
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- Ability to work alone and as part of a team.
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- A sense of humour.
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Our firm is rapidly expanding in provision of all-round complete Financial Services and the successful applicant will need to demonstrate motivation and will join a business that has huge potential for growth and new client opportunities. Ongoing training will be provided in a dynamic environment.
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Salary – negotiable based on experience.
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📌 Financial Planning Administration (Central Coast Council)
🏢 Accountable Wealth Solutions
📍 Central Coast Council
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