We currently have a position available for a part-time Financial Planning Assistant for our Central Coast Office.
We are seeking a person with experience in various aspects of Financial Planning Administration.
Skills & Experience
- Experience with X-Plan Software is essential.
- Experience with Centrelink, insurance, statements of advice reviews, dividends and shares desirable but not essential.
- Excellent computer skills including word, excel, internet and email.
The following attributes are essential:-
- A strong work ethic.
- Strong Communication Skills.
- Honesty and Integrity.
- Highly professional outlook.
- Client focussed and able to manage growing client portfolio.
- Ability to work alone and as part of a team.
- A sense of humour.
Our firm is rapidly expanding in provision of all-round complete Financial Services and the successful applicant will need to demonstrate motivation and will join a business that has huge potential for growth and new client opportunities. Ongoing training will be provided in a dynamic environment.
Salary – negotiable based on experience.
Please apply in writing, including your current resume by email or post along with a covering letter to:
Leisa Evans
Accountable Wealth Solutions
PO Box 342
GOSFORD NSW 2250
*****@awscc.com.au