Financial Planning Assistant: Client Service & Soa Support (New South Wales)

Financial Planning Assistant: Client Service & Soa Support (New South Wales)

28 Sep
|
CareerBank
|
New South Wales

28 Sep

CareerBank

New South Wales

Job Description
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.
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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 great step in your financial

📌 Financial Planning Assistant: Client Service & Soa Support (New South Wales)
🏢 CareerBank
📍 New South Wales

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