Kondilis Financial Planning Rockhampton Area1 week ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Kondilis Financial PlanningSimple, Effective and Intuitive Financial PlanningCompany DescriptionStart-up Financial Planning Business that offers a project-based approach to Financial Advice.Assist clients with buying a home, paying off debt, insurance, and ensuring they never run out of money.Each of these areas offers tailored advice for individuals or families.Our goal is to change how advice is presented and sold, making financial planning simple, effective, and sensible.Role DescriptionWe are seeking a casual, Rockhampton-based Financial Planning Assistant for our innovative startup office.The successful applicant will support financial planning activities, conduct analysis, assist with financial tasks, communicate with clients, and provide administrative support.QualificationsSkills in Financial Planning, Accounting, or FinanceStrong analytical skillsAdministrative assistance skillsExcellent organizational skillsBachelor''s degree in Finance, Business, Economics, or related field (optional)Keen interest in Personal Finance and Real EstateSeniority LevelEntry levelEmployment TypePart-timeJob FunctionFinance and SalesGet notified about new Financial Planning Assistant jobs in Rockhampton Area. #J-18808-Ljbffr
Job Title
Financial Planning Assistant