Take the next step in your career and be rewarded with a 5‑figure sign‑on bonus when you apply from August to September 2026.
Overview of the Role
The Senior Financial Planning Assistant plays a pivotal role in supporting financial planners by managing complex administrative tasks and assisting in the preparation of detailed financial reports and client documentation. This role demands a high level of accuracy, organization, and communication to ensure seamless workflow within the financial planning team.
Main duties include:
- Assist in the preparation and review of detailed financial plans and reports.
- Manage client files, ensuring data accuracy and completeness within the financial planning software.
- Prepare product comparisons, quotations, and application forms for clients.
- Coordinate and schedule client meetings, manage appointments, and handle travel arrangements.
- Collaborate with advisers and paraplanners to support compliance and quality assurance.
- Follow up on applications, insurance underwriting, and other client requests to ensure timely processing.
- Maintain confidentiality and professionalism in all client and internal interactions.
- Provide mentorship and guidance to junior financial planning assistants.
- Contribute to process improvements and workflow optimizations within the team.
Requirements
- Graduate of any relevant course with a strong background in financial services or administration.
- Minimum of 3 years' experience in a financial planning assistant or related role.
- Proficient in Microsoft Office Suite and financial planning software (e.g., XPLAN preferred).
- Excellent communication, organization, and multitasking skills.
- Ability to work independently with minimal supervision and demonstrate initiative.
- Strong attention to detail and commitment to delivering high-quality work.
- Reliable internet connection with minimum 15 Mbps speed.
- Residence within key operational locations such as Cebu or Cagayan de Oro is preferred.
Benefits
- 500K per incident HMO coverage + Dental & Optical benefits
- 2-week paid Christmas vacation
- 25K Educational Assistance
- Training and equipment will be provided
- Fixed Schedule of Mon-Fri from 7 AM to 4 PM
Skills Required
- Graduate of a relevant course with strong background in financial services or administration
- Minimum of 3 years' experience in a financial planning assistant or related role
- Proficient in Microsoft Office Suite
- Proficient in financial planning software
- Experience with XPLAN
- Excellent communication, organization, and multitasking skills
- Ability to work independently with minimal supervision and demonstrate initiative
- Strong attention to detail and commitment to delivering high-quality work
- Reliable internet connection with minimum 15 Mbps speed
- Residence within key operational locations such as Cebu or Cagayan de Oro
What We Do
We are an Australian company that has operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 250 of the most innovative and disruptive financial services firms across Australia. Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.
