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Client services associate — financial planning

Sunshine Coast
McGregor Wealth Management
Posted: 8 June
Offer description

McGregor Wealth Management in Noosaville is looking for a Financial Planning Assistant to support our Advisors and clients. This full-time role involves attending client meetings, managing communications, and assisting with advice implementation.

The successful candidate will enjoy a friendly working environment, and gain career opportunities with on-the-job training. Flexibility in work arrangements, including a 9-day fortnight, is also offered.

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