Financial Planning Assistant

Reference: IFP0508
Chatswood | 20-25 hours per week | Flexible work arrangements
$70,000 + superannuation (part-time equivalent), dependent on experience

Imperium Financial Planning is a boutique financial advice practice based in Chatswood. We help clients craft their financial future through personalised advice across retirement planning, superannuation, investments, insurance, cashflow management and estate planning.

We are looking for an experienced and proactive Financial Planning Assistant / Client Services Manager (part-time) to support our growing practice.

This is a varied role combining client service, financial planning administration, business operations and executive support. You will work directly with the Director / Financial Planner in a friendly, collaborative environment where no two days are the same. Historical experience in paraplanning, advice preparation or technical adviser support will be highly regarded.

• Part-time role, 20-25 hours per week

• Flexible working arrangements, including work-from-home options negotiable for the right candidate

• May suit someone seeking school-hours work

• Warm, fun and professional suburban small-business culture

• Direct exposure to the full advice process, from client onboarding through to implementation and review

• Opportunity to contribute beyond administration, including business operations, process improvement and technology initiatives

• Dynamic role offering genuine variety and autonomy

• Potential pathway toward paraplanning or financial planning for interested candidates

• Client onboarding and ongoing client service support

• Preparation of client review documentation and meeting materials

• Coordination and implementation of advice recommendations

• Liaison with insurers, fund managers, investment platforms and other product providers

• Management of client records and document systems using Intelliflo, OneDrive and SharePoint

• Calendar, workflow and task management

• Executive support to the Director / Financial Planner

• Coordination of annual review processes

• Maintenance of practice systems, procedures and compliance records

• Support practical AI and technology initiatives that improve efficiency and client service

You will ideally have:

• 5+ years' experience in financial planning, wealth management or financial services

• Experience as a Financial Planning Assistant, Client Services Manager, Client Service Officer, Paraplanner or similar

• Strong written and verbal communication skills

• Excellent attention to detail and organisational skills

• Proficiency with Microsoft Office, OneDrive, SharePoint and CRM systems

• Ability to work autonomously, prioritise effectively and take initiative

• A genuine commitment to exceptional client service

• Experience with Intelliflo

• Previous experience in paraplanning or advice preparation

• Interest in pursuing a future pathway in paraplanning or financial planning

• Interest in learning and applying AI and technology tools that improve efficiency and client service

Please submit:

• Your current CV; and

• A cover letter (maximum one page) outlining your relevant experience, suitability for the role and interest in joining Imperium Financial Planning.

Applicants must cite reference number IFP0508 in their application.

Position description enquiries should be directed to *****@imperiumfp.com.au by Friday 21 August 2026