Part-Time Financial Planning Assistant — Elevate Client Service (City of Willoughby)

Part-Time Financial Planning Assistant — Elevate Client Service (City of Willoughby)

23 Sep
|
Shorebridge Wealth Advisers
|
City of Willoughby

23 Sep

Shorebridge Wealth Advisers

City of Willoughby

Shorebridge Wealth Advisers – Chatswood NSW is seeking a proactive Financial Planning Assistant to provide productive administrative support to the practice adviser and jointly manage the financial advice process.

This part-time/contract role (12 to 18 hours per week) focuses on client records, queries, document preparation and implementation of advice, with opportunities to contribute to service quality and efficiency.

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📌 Part-Time Financial Planning Assistant — Elevate Client Service (City of Willoughby)
🏢 Shorebridge Wealth Advisers
📍 City of Willoughby

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