Financial Planning Assistant

4 weeks ago

Mandaluyong City, National Capital Region, Philippines MultiplyMii Full time

Get AI-powered advice on this job and more exclusive features.

Schedule: Monday-Friday, 9am-5:30pm Australia Time

About the Company

Our client is based in Australia that specializes in providing expert financial advice in the areas of insurance and wealth management.

About the Role

As an Administration Assistant, you will be responsible for maintaining CRM data, generating reports, assisting with client research, supporting investment strategies, and handling administrative tasks related to financial planning.

We are looking for a collaborative, detail-oriented, and action-driven individual with strong English communication skills (both written and verbal) who thrives in a fast-paced environment. The ideal candidate has a keen eye for detail, can think independently of tasks and processes and the capability to effectively manage your time independently throughout the workday.

Responsibilities
  • Support the broader business by compiling data; drafting letters and documents as needed
  • Data entry to and from our CRM and Document Management tools
  • Maintain CRM client information with relevant updates
  • Creating reports from the CRM and providers portals, providing analysis to relevant stakeholders
  • Collect and document business requirements and process improvement/automation efforts
  • Project research and special projects for the team as required
  • Formatting, drafting, editing and sending emails and customer correspondence.
  • Assist advisers in researching existing clients' products.
  • Conduct research on insurance products, financial concepts, superannuation retirement and tax strategies
  • Collaborate with advisers to identify appropriate investment strategies based on client needs and goals
  • Attend client meetings with advisors to present and review financial plans, work with clients to gather necessary information and documents, understand and interpret financial and tax documents related to clients' investments, manage and update client information in the company's database.
Competencies and Qualifications
  • 3 years of experience as an Administration Assistant or in a similar role in the financial planning industry
  • Proficient in financial planning software such as AdviserLogic or XPlan, or similar tools is required
  • Strong numerical and logical reasoning skills
  • Good with math and comfortable working with numbers
  • Familiarity with Superannuation, Centrelink and Investments in Australia
  • A desire to become an expert in wealth products and advice preparation.
  • Excellent command of the English language
  • Strong skills in Microsoft Excel and MS Office is a must
  • Meticulous attention to details, especially in calculations and materials prepared
  • Self-starter, has the ability to work independently and takes initiative. There are elements to your training that will be expedited if you are able to take initiative with respect to your learning
  • Strong written and verbal communication skills
What We Offer
  • 100% Remote Work
  • 13th Month Pay
  • Free Learning and Development Programs
Application Process

We understand that searching for a new job can be challenging, and we're here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible.

Typically, the interview process includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role. Throughout each stage, we'll keep you informed and provide feedback as quickly as we can, ensuring you feel valued and supported throughout your journey with us.


#J-18808-Ljbffr

  • Financial Planning Assistant

    2 weeks ago

    Mandaluyong City, National Capital Region, Philippines ConnectOS Full time ₱1,200,000 - ₱3,600,000 per year

    **Salary: P50,000-P60,0000 (Salary Package)What are we looking for?Skills Required:**• Minimum of 2 years of experience in financial planning, paraplanning, or client services roles.• Strong understanding of Australian financial advice regulations (ASIC, FASEA, FPA, etc.).• Experience with client onboarding, insurance applications, and platform...

  • Financial Planning

    1 week ago

    Mandaluyong City, National Capital Region, Philippines Chubb Full time ₱1,200,000 - ₱2,400,000 per year

    Job DescriptionFinancial Planning & Analysis Lead Summary: We are seeking a detail-oriented, highly analytical FP&A Lead to join our finance team. This role will be responsible for overseeing financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling...

  • Financial Planning

    4 days ago

    Mandaluyong City, National Capital Region, Philippines Chubb Business Services Full time ₱1,200,000 - ₱3,600,000 per year

    Financial Planning & Analysis LeadWe are seeking a detail-oriented, highly analytical FP&A Lead to join our finance team. This role will be responsible for overseeing financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills, a solid...

  • Financial Planning Assistant

    3 days ago

    Makati City, National Capital Region, Philippines Emapta Full time ₱60,000 - ₱75,000 per year

    Turn financial data into strategies that shape lasting futures In financial planning, every detail counts toward securing a stronger tomorrow. This role places you at the core of wealth management-where strategy meets precision. Grow beyond the numbers, collaborate with experts, and chart a career path that invests in your growth while helping shape...

  • Financial Planning

    1 week ago

    Makati City, National Capital Region, Philippines CITADEL Full time ₱900,000 - ₱1,200,000 per year

    Job Purpose: To assist the Commercial Finance Manager to facilitate Annual Business Planning, Monthly Financial Forecasting and Performance Management reporting. Duties and Responsibilities:Business focal to consolidate information for timely preparation of business planAssist the Commercial Finance Lead to ensure business plans are consistent and robust and...

  • Financial Planning Assistant

    3 days ago

    Makati City, National Capital Region, Philippines Global Quest Consulting Group, Inc. Full time ₱900,000 - ₱1,200,000 per year

    Date Posted: September 13, 2015Job Location: Makati CityJob Description:Prepare and issue Daily Sales Report (DSR).Assist in month-end closing process thru preparation of various accruals and P/L for the team.Prepare/ update various webforms and databases.Prepare analysis and update templates for various meetings.Perform reconciliation and sales...

  • Financial Planning

    2 weeks ago

    Mandaluyong City, National Capital Region, Philippines RADIOWEALTH FINANCE COMPANY INC. Full time ₱900,000 - ₱1,200,000 per year

    Responsible for ensuring financial performance and control through the achievement of the following key result areas: financial, operational, and capital expenditures budgeting; cost control and monitoring; financial statement reporting and analysis; and compliance with company policies.Duties & Responsibilities:Financial, Operational, and Capital...

  • Senior Financial Planning Analyst

    1 week ago

    Mandaluyong City, National Capital Region, Philippines Jacobs Full time $104,000 - $130,878 per year

    At Jacobs, we're challenging today to reinvent tomorrow by solving the world's most critical problems for thriving cities, resilient environments, mission-critical outcomes, operational advancement, scientific discovery and cutting-edge manufacturing, turning abstract ideas into realities that transform the world for good.Your impactWe are seeking aSenior...

  • Financial Planning

    2 weeks ago

    Mandaluyong City, National Capital Region, Philippines Radiowealth Finance Company Full time ₱900,000 - ₱1,200,000 per year

    Responsible for ensuring financial performance and control through the achievement of the following key result areas: financial, operational, and capital expenditures budgeting; cost control and monitoring; financial statement reporting and analysis; and compliance with company policies.Duties & Responsibilities:Financial, Operational, and Capital...

  • Financial Planning

    2 weeks ago

    Makati City, National Capital Region, Philippines Maxicare Health Care Full time $60,000 - $80,000 per year

    Do you thrive on turning numbers into strategies that drive business success?MaxiHealth is looking for a Financial Planning & Analysis (FP&A) Assistant Manager to lead financial planning, forecasting, and performance analysis that empowers leaders to make smarter, data-driven decisions.What You'll DoYou'll be a key strategic partner by:Leading the...