(AU) Senior Financial Planning Administrator
WFH | Full time | Day 1 HMO & Leave Credits
Job Description
Cebu City, Cebu (Remote) ₱50,000 – ₱65,000 per month
We are looking for an experienced Financial Planning Administrator. If you have experience in the following areas, we would love to hear from you.
Review Process
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Prepare Review Packs
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Manage and Book Client Review Meetings
Implementation
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You are highly experienced in end to end implementation, including super, pension and ordinary investments for clients, companies, SMSFs and trusts
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You are exceptionally organised with lodgement and follow-up
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Implementation final check/audit
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You can report the team’s work in progress to the advice team regularly
Compliance
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Terms of Engagement
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Ongoing Service and Fixed Term Agreements
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Fee Disclosure Statement
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Opt In Process – end to end
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Fee Consent Forms – end to end
Requirements
- 3+ years in a similar Aust financial planning role using Xplan
- You are comfortable communicating with the advice team verbally
- You possess a positive attitude
- You are able to “hit the ground running” with admin & implementation tasks
- You can see gaps in information, you are resourceful and your attention to detail is exceptional
Employer questions
Your application will include the following questions
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How many years’ experience do you have in a Financial Planning Role?
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What’s your expected monthly basic salary?
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Which of the following types of qualifications do you have?
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How many years’ experience do you have as a Financial Planning Administrator?
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How would you rate your English language skills?
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Do you have customer service experience?
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How many years’ experience do you have as an Xplan Specialist?
Add Your Info Below