Experienced AU Financial Planning Admin| WFH | Day 1 HMO
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Experienced AU Financial Planning Admin| WFH | Day 1 HMO & Leave Credits
WFH | Full time | Day 1 HMO & Leave Credits
Job Description
Cebu City, Cebu (Remote) ₱45,000 – ₱65,000 per month
We are looking for an experienced FP administrator to join an existing client of Collective Resourcing.
If you have experience in the following areas, we would love to hear from you.
The Client
- High-performing Australian Financial Planner. He has 5 office support staff, and is adding a sixth - hopefully you
The Role
- As an FP Administrator, you will join an experienced team of administrators and paraplanners.
- You will be solely responsible for quality checking data between client => adviser => admin => Xplan.
- You will provide feedback to staff when data is input incorrectly, giving training when necessary.
- There is scope in this role to also assist with overflow for admin and/or paraplanning, depending on your skill set.
You will receive ongoing coaching, guidance and training with the opportunity to learn and develop your skills.
In our company, you will receive ongoing staff benefits. Our team is growing and you will be a valued member of a hardworking, fun team of people
your experience
- Xplan software - expert level
- Solid understanding of AU financial planning concepts
- Solid understanding and experience with multi-entity clients (individuals, trusts, companies and SMSF)
- You can see gaps in information, you areresourcefuland your attention to detail isexceptional
- You arecomfortable communicatingwith the advice team verbally
- You possess apositiveattitude
- You are able to“hit the ground running”with quality assurance
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