06 Oct
|
CareerBank
|
Yellow Pinch
06 Oct
CareerBank
Yellow Pinch
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 solid attention to detail, this is a great step in your financial
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📌 Financial Planning Assistant: Client Service & SOA Support (Yellow Pinch)
🏢 CareerBank
📍 Yellow Pinch