Job Description
Shorebridge Wealth Advisers – Chatswood NSW
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Part time / contract (12 to 18 hours per week) - we are looking for a proactive Financial Planning Assistant to work closely with the practice adviser to provide productive and accurate administrative support, and jointly manage all areas of the financial advice process.
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About Us
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Shorebridge Wealth Advisers is a boutique practice based at Chatswood. Our clients are predominantly retirees residing across Sydney, who have entrusted us to manage their retirement savings. We are co-located with another small financial planning practice.
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Key responsibilities
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Maintenance of client records within client folders and via our CRM (XPLAN)
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Assisting clients with their queries via phone and email
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Maintenance of client accounts on various asset management platforms such as Hub24, Expand and CFS
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Preparation of client review paperwork such as the fact find questionnaire, service agreement, portfolio reports, fee consent forms and advice documents (note, this is not a para-planning role)
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Implementation of advice (including trading portfolios) and post review implementation
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Ad-hoc work such as dealing with Centrelink,



following up fund managers, bulk client communications (such as newsletters), setting up stock-broking accounts, processing ad-hoc client transactions or sending out forms to product providers or clients
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Maintain internal processes, workflows and recurring task lists, identifying opportunities to improve efficiency and enhance the client experience.
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Taking on new tasks and supporting Shorebridge to deliver excellent client service
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About you
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Willingness to work 4 to 6 hours per day, 3 days per week.
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An interest in a career in a growing Financial Planning firm
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At least 1 year Industry experience in a similar role
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Experience using XPlan or other similar software (preferable)
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Excellent organisational, communication and interpersonal skills. This includes the ability to construct written communication that is grammatically correct.
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Demonstrate a proven ability to work autonomously, manage and prioritise workflow in an accurate and efficient manner.
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Excellent presentation and a polite, professional manner
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📌 Financial Planning Assistant (New South Wales)
🏢 Shorebridge Wealth Advisers
📍 New South Wales