Shorebridge Wealth Advisers – Chatswood NSW is seeking a proactive Financial Planning Assistant to provide efficient 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.
#J-18808-Ljbffr
📌 Part-Time Financial Planning Assistant — Elevate Client Service (City of Willoughby)
🏢 Shorebridge Wealth Advisers
📍 City of Willoughby
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.