Australian Financial Planning Group is seeking a Financial Planning Assistant to support advisers, manage day-to-day client service tasks, and maintain smooth admin workflows. You will be the trusted client contact, helping with opt-ins, reviews, and diary management, ensuring timely delivery of quality financial planning outcomes.
The role suits someone with 2+ years in a similar field, a commitment to exceptional service, and robust communication and organizational skills.
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📌 Client-Focused Financial Planning Assistant (Hervey Bay)
🏢 Australian Financial Planning Group
📍 Hervey Bay
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