AU Financial Planning Assistant

Intogreat Solutions; Quezon City; Hybrid; PHP 350,000 - 550,000; Full time

Benefits offered by this job

Hybrid work setup

Competitive compensation package

Training & development opportunities

Job summary

Intogreat Solutions is hiring a Financial Planning Assistant in the Philippines. The role supports advisers in delivering financial planning services, advice implementation, and ongoing client relationship management. This is a hybrid, full-time position aligned with Australian day shift.

Ideal candidates have Australian FP experience, strong Xplan skills, and excellent English communication. You will liaise with clients and stakeholders, manage records, and coordinate reviews to drive seamless

Qualifications

• Minimum 2 years' Australian Financial Planning experience.
• Strong working knowledge of Xplan.
• Experience in Financial Planning Administration, Client Services, or Wealth Management.
• Excellent written and verbal English communication skills.
• Confidence communicating with clients and stakeholders.
• Highly organized, proactive, and detail-oriented.
• Initiative, asks questions, and solves problems.
• Knowledge of superannuation, pensions, investments, and advice implementation.

Responsibilities

• Support the implementation of financial advice recommendations.
• Manage client communications and provide timely updates.
• Coordinate client reviews, meetings, and follow-up activities.
• Process superannuation rollovers, applications, and investment administration.
• Maintain accurate client records in Xplan and other systems.
• Liaise with advisers, fund managers, accountants, and product providers.
• Help manage workflows and keep outstanding tasks on track.

Skills

Australian FP experience

English communication

Client communications

Organization & detail-orientation

Problem solving & initiative

Relationship management

Knowledge of superannuation/investment

Education

Australian FP experience

Tools

Xplan

SharePoint

Macquarie

Netwealth

MLC

Monday.com

Job description

Join a growing Australian financial planning firm and play a key role in delivering exceptional client service and financial planning support.

Hybrid work setup | Philippines
Full-Time | Australian Day Shift

We are seeking a highly organized, proactive, and client-focused Financial Planning Assistant to support advisers in the delivery of financial planning services, advice implementation, and ongoing client relationship management. This is an excellent opportunity for someone with Australian financial planning experience who enjoys working closely with clients, stakeholders, and advisers while developing their career within the wealth management industry.

Qualifications:

• Minimum 2 years' Australian Financial Planning experience
• Strong working knowledge of Xplan
• Experience in Financial Planning Administration, Client Services, or Wealth Management
• Excellent written and verbal English communication skills
• Confidence communicating directly with clients and stakeholders
• Highly organized, proactive, and detail-oriented
• Someone who takes initiative, asks questions, and enjoys solving problems
• Knowledge of superannuation, pensions, investments, and advice implementation

Job Responsibilities:

• Support the implementation of financial advice recommendations
• Manage client communications and provide timely updates
• Coordinate client reviews, meetings, and follow-up activities
• Process superannuation rollovers, applications, and investment administration
• Maintain accurate client records in Xplan and other systems
• Liaise with advisers, fund managers, accountants, and product providers
• Help manage workflows and keep outstanding tasks on track

Bonus Points For:

• Experience with SharePoint
• Exposure to platforms such as Macquarie, Netwealth, MLC, or similar
• Experience with workflow management tools such as Monday.com

Why IntoGREAT?

• Competitive Compensation Package:An attractive salary and comprehensive benefits aligned with market standards.
  Work-Life Balance Support:Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.
• Career Growth and Development:Opportunities for training and development to help employees advance their skills and grow within the company.
• Supportive Leadership:A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles

Ready to Shape the Future?

Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We’re eager to see how you can make a difference with us!