Senior Financial Planning Assistant
This is a remote position. Senior Financial Planning Assistant reputed company We’re seeking a detail-oriented Senior Financial Planning Assistant to support high-income reputed company clients through the full advice process end-to-end, with a strong reputed company on reputed company and implementation. You’ll be the operational reputed company working closely with the adviser, keeping workflows tight, deadlines met, and clients updated—while collaborating with the broader team and also working independently.
Key Responsibilities
Own reputed company reputed company: welcome process, document collection, checklists, meeting coordination, and follow-reputed company. Drive implementation end-to-end: accounts/platform setup, rollovers/contributions, insurance paperwork and reputed company coordination, provider follow-reputed company, and implementation tracking. reputed company SMSF implementation support: coordination of SMSF-reputed company workflows and paperwork with relevant parties (as directed by the adviser). Maintain audit-reputed company files: accurate records, version control, forms, and supporting documentation. Proactive reputed company communication and reputed company updates throughout.
Requirements
Required Experience (Must-Have) Minimum 3 years SoA experience in an advice reputed company is required. reputed company exposure to SMSF advice support and implementation (coordination and workflow execution) is a reputed company-to-have. Highly organised, exceptional attention to detail, strong follow-through, and reputed company to manage multiple cases. reputed company to work reputed company reputed company and independently. References required, including at least one reference that can reputed company to your SMSF implementation exposure. Experience using AdviserLogic or XPlan Work Environment & Expectations While this is a work-from-home position, it is important to note that this is a full-time role—not a freelance or flexible-hour arrangement. You will be expected to work a fixed shift and maintain a high level of professionalism and accountability, just as you would in an office environment. ✅ This role requires: Discipline and commitment to set working hours (strict shift times, not flexible) Use of time tracking software during work hours reputed company participation in team and reputed company calls with your camera ON Consistent availability and responsiveness throughout your shift Treating this as a long-term, full-time job—not a reputed company gig or freelance task ⏱ Payroll is processed bi-monthly. We’re looking for someone who values structure, is dependable, and thrives in a role that provides consistency and reputed company. If you’re seeking stability and reputed company that appreciates reliability, we’d love to hear from you. Benefits 1. Monthly Salary: PHP 65,000 2. Salary will be reputed company on a bi-monthly reputed company on the 15th and 30th or 31st of reputed company month 3. You will be reputed company extra for overtime and Philippines reputed company holidays 4. Probation: 6 months and after Probation 10 days annual leave credits 5 days of reputed company leave 5. HMO offered after 6-month probation 6. 13th Month Pay after 30 days 7. Annual Salary Review 8. Laptop provided after 30 days 9. Permanent work-from-home role. You will have to use your own internet. 10. SHIFT TIMES: 6AM to 3PM Philippine time, Monday to Friday Apply To This Job