Imperium Financial Planning – Chatswood NSW
Financial Planning Assistant / Client Services Manager (Part-Time)
Reference: IFP****
Chatswood | ***** hours per week | Flexible work arrangements
$70,000 + superannuation (part-time equivalent), dependent on experience
Imperium Financial Planning is a boutique financial advice practice based in Chatswood. We help clients craft their financial future through personalised advice across retirement planning, superannuation, investments, insurance, cashflow management and estate planning.
We are looking for an experienced and proactive Financial Planning Assistant / Client Services Manager (part-time) to support our growing practice.
This is a varied role combining client service, financial planning administration, business operations and executive support. You will work directly with the Director / Financial Planner in a friendly, collaborative environment where no two days are the same. Historical experience in paraplanning, advice preparation or technical adviser support will be highly regarded.
Why join Imperium?
Part-time role, ***** hours per week
Flexible working arrangements, including work-from-home options negotiable for the right candidate
May suit someone seeking school-hours work
Warm, fun and professional suburban small-business culture
Direct exposure to the full advice process, from client onboarding through to implementation and review
Chance to contribute beyond administration, including business operations, process improvement and technology initiatives
Dynamic role offering genuine variety and autonomy




Potential pathway toward paraplanning or financial planning for interested candidates
Key responsibilities
Client onboarding and ongoing client service support
Preparation of client review documentation and meeting materialsCoordination and implementation of advice recommendations
Liaison with insurers, fund managers, investment platforms and other product providers
Management of client records and document systems using Intelliflo, OneDrive and SharePoint
Calendar, workflow and task management
Executive support to the Director / Financial Planner
Coordination of annual review processes
Maintenance of practice systems, procedures and compliance records
Support practical AI and technology initiatives that improve efficiency and client service
About you
You will ideally have:
5+ years' experience in financial planning, wealth management or financial services
Experience as a Financial Planning Assistant, Client Services Manager, Client Service Officer, Paraplanner or similar
Strong written and verbal communication skills
Excellent attention to detail and organisational skills
Proficiency with Microsoft Office, OneDrive, SharePoint and CRM systems
Ability to work autonomously, prioritise effectively and take initiative
A genuine commitment to exceptional client service
Desirable
Experience with Intelliflo
Previous experience in paraplanning or advice preparation
Interest in pursuing a future pathway in paraplanning or financial planning
Interest in learning and applying AI and technology tools that improve efficiency and client service
Applicants must cite reference number IFP**** in their application.
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📌 Financial Planning Assistant (Sydney)
🏢 Imperium Financial Planning
📍 Sydney