AU Financial Planning Assistant

Intogreat Solutions; Quezon City; On-site; PHP 360,000 - 560,000; Full time

Job summary

Intogreat Solutions in the Philippines is seeking a Financial Planning Assistant to support advisers in delivering financial planning services, advise implementations, and maintain client relationships. The role emphasizes client service, administration, and collaboration with external stakeholders.

The ideal candidate has at least 2 years of Australian financial planning experience, proficiency with XPlan, SharePoint, and MS Office, and familiarity with platforms like Macquarie, Netwealth, and

Qualifications

• At least 2 years of Australian financial planning/financial services experience.
• Experience in client service or administration within financial planning.
• Experience with financial planning software and CRM systems.
• Experience with XPlan and SharePoint.
• Proficiency with Microsoft Office Suite.
• Familiarity with platforms such as Macquarie, Netwealth and MLC.
• Experience in financial services compliance.

Responsibilities

• Act as a primary contact for clients via email and phone.
• Respond to client inquiries and coordinate responses with advisers.
• Develop and maintain professional relationships with clients and external stakeholders.
• Keep clients informed throughout the advice and implementation process.
• Liaise with clients, product providers, accountants and other external parties to obtain information and resolve queries.
• Manage ongoing communications from platforms and external providers, including insurance renewals and fund/platform queries.
• Manage new client meetings and annual reviews; confirm appointments and gather pre-review information.
• Prepare meeting materials, reports and SOAs; assist with post-meeting follow-up.

Skills

Australian FP experience

Client service

CRM experience

XPlan

SharePoint

Microsoft Office

Netwealth familiarity

MLC familiarity

Compliance knowledge

Tools

XPlan

SharePoint

Microsoft Office

Macquarie

Netwealth

MLC

Job description

1 - 4 Years

Job Description

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

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

• At least 2yrs of Australian financial planning/financial services experience.
• Previous experience in client service and/or administrationwithin financial planning.
• Experience with financial planning software, CRM systemsand industry platforms.
• Experience with XPlan and SharePoint.
• Experience with Microsoft Office Suite.
• Familiarity with platforms such as Macquarie, Netwealth andMLC.
• Experience in financial services compliance.

Job Responsibilities

Client Service & Communication

• Act as a primary point of contact for clients via email andphone.
• Respond to general and day-to-day client enquiries andcoordinate responses with the relevant adviser or teammember where required.
• Develop and maintain strong, professional relationships withclients and external stakeholders.
• Keep clients informed throughout the advice andimplementation process.
• Liaise with clients, product providers, accountants and otherexternal parties to obtain information and resolve queries.
• Manage ongoing communications from platforms andexternal providers, including insurance renewals andfund/platform queries.

Client Reviews & Meetings

• Manage new client meetings and client annual reviewprocesses, including appointments confirmations, follow-upsand pre-review questionnaires.
• Collect and update client information prior to meetings.
• Prepare meeting documentation, reports and presentationmaterials.
• Assist with post-meeting implementation and follow-upactivities.
• Ensure client records and information are accuratelymaintained and up to date.
• Prepare client documentation, forms and correspondence.
• Assist with the preparation and formatting of Statements ofAdvice (SOAs) and other advice documentation.
• Coordinate and facilitate the implementation of advicerecommendations from commencement through tocompletion.
• Assist with applications, rollovers, contributions and otherinvestment and superannuation administration.
• Liaise with product providers and other external parties toprogress advice implementation.
• Prepare reports and maintain accurate internal records.
• Assist with portfolio rebalancing as required.
• Liaise with insurance providers to ensure policies are inplace and premiums are up to date.
• Manage workflows, task lists and outstanding follow-ups toensure matters are completed within required timeframes.

Client Information & Systems Management

• Maintain accurate and up-to-date client information acrossrelevant systems.
• Maintain client data in XPlan and SharePoint.
• Manage data feeds for XPlan and other systems.
• Ensure information held with fund managers and otherproviders remains current and accurate.
• Maintain appropriate documentation and records inaccordance with business and compliance requirements.

Special Projects & Administration

• Assist with and manage special projects and seasonal clienttouch points, including franking credits, SMSF minimumpension requirements and tax reports.
• Liaise with accountants and other professional advisers asrequired.
• Maintain consistent and up-to-date client correspondenceand business documentation.
• Assist with general administrative requirements, emails anddocument management.

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!

Job Snapshot

Updated Date

10-Sep-2026

Department

Others

Location