Part-Time Financial Planning Assistant -- Elevate Client Service (New South Wales)

Part-Time Financial Planning Assistant -- Elevate Client Service (New South Wales)

23 Sep
|
Shorebridge Wealth Advisers
|
New South Wales

23 Sep

Shorebridge Wealth Advisers

New South Wales

Job Description
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.
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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.

📌 Part-Time Financial Planning Assistant -- Elevate Client Service (New South Wales)
🏢 Shorebridge Wealth Advisers
📍 New South Wales

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