Job Description: Senior Financial Planning Assistant
Organization: Befree Global through SuperRecords Pty Ltd
Job Timings: 6:30 AM to 3:30 PM (Philippines time)
About the Role
We are seeking an experienced candidate to work as Senior Financial Planning Staff in the Philippines who can independently provide end-to-end administrative advisers. We are looking to hire a person with expertise in Paraplanning Admin.
Key Responsibilities
Financial Planning Support Work
• Prepare client review packs, product comparisons, insurance quo performance summaries, manage CRM updates, complete implementation complete any such other administrative tasks given by the adviser.
• Organize future planning meetings with the client as per the review per review packs in
preparation for the client meeting, review investment allocation, risk profile, etc.
• Complete application/proposal forms, ensure all compliance paperwork make changes to clients'
investments as instructed, and implement investment strategies.
• Use adviser CRMs and financial planning software (e.g., Xplan, PlutoSoft, Worksorted).
Workflow & Quality
• Ensure all work complies with Australian financial advice regulation group guidelines.
• Maintain high accuracy, attention to detail, and timely delivery based on
Client Support
• Work closely with India-based paraplanning teams.
• Communicate effectively with Australian advisers and support their work
• Proactively identify process improvements or documentation gaps.
Skills & Experience Required
• 1-3+ years of experience in Paraplanning Admin work.
• Strong knowledge of Australian superannuation, investments, insurance regulations.
• Hands-on experience with Xplan (preferred).
• Excellent English communication skills, spoken and written.
• Ability to work independently with minimal supervision.
Preferred Attributes
• Proactive, organized, and problem-solving mindset.
• Ability to work with multicultural teams (India, Australia).
• Strong sense of quality and ownership.
Financial Planning Assistant • Cebu, Central Visayas, Philippines
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