AddressAbout us
We are a small Financial Planning firm based at Sylvania Waters who support local families with their Wealth Creation and Protection needs.
Qualifications & experience
- Financial Planning experience necessary. Xplan experience necessary. Strong attention to detail. Excellent communication skills.
Tasks & responsibilities
- Assisting the adviser with document preparation. Support EOFY processes and client enquiries Liaising with product providers and other third parties. Ensuring accuracy of client files and advice documents.
Benefits
- This will be a 3 month contract initially. Good hourly rate (up to $40 per hour). 25 hours per week (hours 9.30am to 2.30pm every day).
