Accountable Wealth Solutions in Gosford, NSW is seeking a part-time Financial Planning Assistant for our Central Coast Office. The role involves providing administrative support across financial planning tasks and client service.
Experience with X-Plan Software is essential, with desirable familiarity in Centrelink, insurance, and statements of advice reviews. Strong computer skills (Word, Excel, email) and a client-focused, team-oriented approach are required to support our growing practice.
Contact Details:
Accountable Wealth Solutions Recruitment Team
