RGM Financial Planners Pty Ltd – Traralgon VIC is seeking a dedicated support role to assist financial planners in helping clients achieve their goals. The candidate should be client-focused, detail-oriented, and capable of working autonomously with strong communication skills.
Experience with financial planning platforms (Xplan or similar) and Centrelink administration is valued, with opportunities to develop through more technical paraplanning responsibilities and further studies.
Client Services & Paraplanning Assistant in Traralgon employer: RGM Financial Planners Pty Ltd
RGM Financial Planners is an exceptional employer located in Traralgon, offering a supportive and collaborative work environment that prioritises employee growth and work-life balance. With competitive salaries, monthly RDOs, and a friendly team culture, employees benefit from ongoing professional development and the opportunity to work alongside experienced advisers and accountants. This role not only allows for meaningful client interactions but also provides a strong foundation for career advancement within a well-established practice.
Contact Details:
RGM Financial Planners Pty Ltd Recruitment Team
