Expert Financial Planning Assistant Wanted

2 days ago

Cagayan de Oro, Northern Mindanao, Philippines beBeeFinancial Full time ₱800,000 - ₱1,000,000
Financial Planning Assistant Role

Join us as a Financial Planning Assistant and take the first step in your career. This role offers a unique opportunity to work with clients across Australia, providing expert financial planning services.


Job Summary

As a Financial Planning Assistant, you will play a vital role in supporting our team of experienced financial planners. Your responsibilities will include:

  • Monitoring client investment portfolios to ensure they remain aligned with their recommended asset allocation.
  • Preparing recommendations for advisers on any changes needed and maintaining records of advice.
  • Creating quarterly and annual client performance reports.
  • Developing SMSF investment strategies.
  • Liaising with product providers and investment platforms.
  • Updating and maintaining client Work in Progress logs and CRM tools.
  • Reconciling fees and commissions.
  • Providing administration support to clients as needed.

Required Skills and Qualifications

To be successful in this role, you will need:

  • A Bachelor's Degree in Commerce or a related field.
  • At least three years of experience working in Australian financial planning.
  • Experience with portfolio management and investments.
  • Preparation of client portfolio reports.
  • Desirable skills include Xplan experience and SMSF expertise.

Benefits

This role offers a competitive salary package, opportunities for career growth, and a supportive work environment. You will also enjoy:

  • Flexible working hours (Monday to Friday).
  • Medical, dental coverage, and life insurance from day one.
  • Generous paid vacation and sick leave policies.
  • Regular company events, work-life balance, and career growth opportunities.

Equal Employment Statement

Our organization is committed to equality and diversity in employment. We do not discriminate based on age, race, color, religion, gender, disability status, sexual orientation, gender identity, or expression.

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