Financial Planning Assistant (Australian Paraplanning support)

Overview of the Role

We are looking for a detail-oriented and proactive Financial Planning Assistant to join our team. In this role, you will support the Australian Financial Advisers in delivering high-quality financial planning services to their clients.

Key focus will be ensuring accuracy, quality, and timely delivery of work and proactively attending to all the administrative tasks allocated by the Financial Advisers. This position involves a mix of administrative duties and client engagement.

Responsibilities (include but not limited to);

• Conduct product research within the financial planning universe.
• Provide exceptional customer service by promptly addressing Adviser inquiries on administrative tasks and following up on requests.
• Maintain accurate and up-to-date client records and databases, ensuring data integrity and confidentiality.
• Manage client review meetings and document preparation.
• Prepare and process applications, ensuring accuracy and alignment with the advice documents.
• Assist in the implementation of financial strategies, coordinating with financial institutions and other service providers to ensure seamless execution of plans.
• Stay informed on financial regulations, industry trends, and best practices to ensure compliance and enhance the quality of services.
• Demonstrate working knowledge of Australian financial services regulatory requirements to ensure compliance in all client interactions.
• Ability to understand and meet stakeholder expectations.

Successful applicants should:

• Minimum 1-2 years of experience in handling similar tasks.
• Have specific experience in paraplanning specifically rather than general administrative roles.
• Experience in X-Plan Financial Planning Software.
• Demonstrate prior hands-on experience with X-Plan software as training will not be provided for this system.
• Basic to intermediate MS Outlook, Excel, Word and PowerPoint knowledge.
• A graduate from any four (4) year course; or
  at least 2 years in college with any bachelor’s degree with at least two (2) years of working.

Job Details

Location: BGC , Metro Manila

Full time, On-site Job

Fixed Schedule of Mon-Fri from 7 AM to 4 PM

Other Benefits

• Competitive Salary: We offer a competitive salary that reflects your experience and skills.
• 13th month Payment.
• Relocation Allowance – Assistance with airfare & accommodation for those relocating closer to office.
• HMO: Enjoy great health insurance to keep you covered.
• A supportive, positive, and inclusive workplace that promotes your well-being and growth.
• Company-Provided Equipment: PC/ laptop will be provided from the company.