Job Description

Imperium Financial Planning – Chatswood NSW

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Financial Planning Assistant / Client Services Manager (Part-Time)

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Reference: IFP0508

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Chatswood | 20-25 hours per week | Flexible work arrangements

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$70,000 + superannuation (part-time equivalent), dependent on experience

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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.

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We are looking for an experienced and proactive Financial Planning Assistant / Client Services Manager (part-time) to support our growing practice.

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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.

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Why join Imperium?

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- Part time role, 20-25 hours per week
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- Flexible working arrangements, including work-from-home options negotiable for the right candidate
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- May suit someone seeking school-hours work
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- Warm, fun and professional suburban small-business culture
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- Direct exposure to the full advice process, from client onboarding through to implementation and review
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- Opportunity to contribute beyond administration, including business operations, process improvement and technology initiatives
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- Agile role offering genuine variety and autonomy
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- Potential pathway toward paraplanning or financial planning for interested candidates
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Key responsibilities

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- Client onboarding and ongoing client service support
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- Preparation of client review documentation and meeting materialsCoordination and implementation of advice recommendations
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- Liaison with insurers, fund managers, investment platforms and other product providers
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- Management of client records and document systems using Intelliflo, OneDrive and SharePoint
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- Calendar, workflow and task management
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- Executive support to the Director / Financial Planner
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- Coordination of annual review processes
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- Maintenance of practice systems, procedures and compliance records
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- Support practical AI and technology initiatives that improve efficiency and client service
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About you

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You will ideally have:

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- 5+ years' experience in financial planning, wealth management or financial services
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- Experience as a Financial Planning Assistant, Client Services Manager, Client Service Officer, Paraplanner or similar
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- Strong written and verbal communication skills
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- Excellent attention to detail and organisational skills
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- Proficiency with Microsoft Office, OneDrive, SharePoint and CRM systems
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- Ability to work autonomously, prioritise effectively and take initiative
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- A genuine commitment to exceptional client service
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Desirable

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- Experience with Intelliflo
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- Previous experience in paraplanning or advice preparation
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- Interest in pursuing a future pathway in paraplanning or financial planning
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- Interest in learning and applying AI and technology tools that improve efficiency and client service
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Applicants must cite reference number IFP0508 in their application.

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📌 Financial Planning Assistant (New South Wales)
🏢 Imperium Financial Planning
📍 New South Wales