Hybrid Financial Planning Admin & Client Support

Bespoke Outsource Services in the National Capital Region is seeking a full-time Financial Planning Support with a hybrid work setup (1-2 days in-office during probation, then fully remote). The role collaborates with a Financial Planner based in Australia to manage administration and client service tasks.

The ideal candidate has 2–3 years of relevant experience, proficiency with Xplan CRM and MYOB, and strong communication and organizational skills.