Financial Planner Professional

7 days ago


Tanauan, Calabarzon, Philippines beBeeFinancialPlanning Full time ₱4,500,000 - ₱5,500,000
Senior Financial Planning Assistant

This role involves working with clients across Australia to provide high-quality financial planning services.

About the Position

A highly skilled and experienced financial planning professional is sought to join our team as a Senior Financial Planning Assistant. The successful candidate will have a strong background in finance and experience working in Australian financial planning.

Your Key Responsibilities:
  • Monitor client investment portfolios to ensure they remain aligned with recommended asset allocation strategies.
  • Prepare recommendations for advisors on any changes needed and maintain accurate records of advice.
  • Develop and present quarterly and annual client performance reports, highlighting key trends and insights.
  • Design and implement SMSF investment strategies that align with client goals and risk profiles.
  • Liaise with product providers and investment platforms to ensure seamless execution of client transactions.
  • Update and maintain client Work in Progress logs/CRM tools to ensure efficient communication and collaboration.
  • Reconcile fees and commissions to ensure accuracy and transparency in financial reporting.
  • Liaise with clients for administrative support, addressing their queries and concerns in a timely and professional manner.
Requirements:
  • Bachelor's Degree holder in Commerce or Finance.
  • At least 3 years' experience in Australian financial planning.
  • Strong portfolio management and investment skills.
  • Excellent communication and interpersonal skills.
  • SMSF experience is highly desirable.
Preferred Skills:
  • Xplan experience is advantageous.


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