Job Description
RGM Financial Planners Pty Ltd – Traralgon VIC is seeking a dedicated support role to assist financial planners in helping clients achieve their goals. The candidate should be client-focused, detail-oriented, and capable of working autonomously with robust communication skills.
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Experience with financial planning platforms (Xplan or similar) and Centrelink administration is valued, with opportunities to develop through more technical paraplanning responsibilities and further studies.
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