Imperium Financial Planning in Chatswood NSW is seeking a Financial Planning Assistant / Client Services Manager (part-time) to support a growing boutique practice. You will handle client onboarding, administration, and coordination of advice processes alongside the Director / Financial Planner.
Ideal candidates will have 5+ years in financial planning or wealth management, robust communication, and proficiency with Microsoft Office, OneDrive, SharePoint, and CRM systems.
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📌 Part-Time Financial Planning Assistant | Client Services & Ops (City of Willoughby)
🏢 Imperium Financial Planning
📍 City of Willoughby
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