CareerBank in Merimbula, NSW is seeking a friendly Financial Planning Assistant to join our growing financial planning team. This full-time role supports the adviser with day-to-day client service and administration and helps implement financial advice to deliver outstanding service.
You'll prepare client files, forms, reports and documentation, manage SOAs/ROAs, and liaise with product providers. If you have XPLAN experience and strong attention to detail, this is a outstanding step in your financial
#J-18808-Ljbffr
📌 Financial Planning Assistant: Client Service & SOA Support (Merimbula)
🏢 CareerBank
📍 Merimbula
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.