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, solid communication, and proficiency with Microsoft Office, OneDrive, SharePoint, and CRM systems.
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📌 Part Time Financial Planning Assistant Client Services & Ops New South Wales
🏢 Imperium Financial Planning
📍 New South Wales
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