Imperium Financial Planning in Chatswood NSW is seeking a Financial Planning Assistant / Client Services Manager (part-time) to support a growing boutique practice. You will handle client onboarding, administration, and coordination of advice processes alongside the Director / Financial Planner.
Ideal candidates will have 5+ years in financial planning or wealth management, strong communication, and proficiency with Microsoft Office, OneDrive, SharePoint, and CRM systems.
Contact Details:
Imperium Financial Planning Recruitment Team
