Financial Planning Admin (AU Clients)

Collaborus Inc; Cebu City; On-site; PHP 670,000 - 1,116,000; Full time

Benefits offered by this job

HMO with dental coverage

13th month pay

Transportation & rice allowance

15 paid leave days + Australian public

Pioneer team growth opportunities

Job summary

Collaborus PH Support Services, Inc. in Cebu City is seeking a Financial Planning Admin who can confidently manage workflows, support advisers, and contribute to a growing, fast-paced environment.

You will coordinate onboarding, review prep, and post‑SOA tasks, while ensuring compliant documentation and proactive client service. This role offers stability, growth, and exposure to AU financial planning practices.

Qualifications

• Minimum 3+ years' AU Financial Planning Admin experience.
• Strong understanding of SOA workflows, reviews, implementation, and compliance.
• Proficient in Microsoft Outlook, Excel, Word, and Copilot.
• Strong communication, research, and documentation skills.
• Ability to self‑manage, take initiative, and drive outcomes.
• Comfortable multitasking in a fast-paced environment.

Responsibilities

• Manage client onboarding, review preparation, and follow‑ups
• Coordinate and track tasks across advice, implementation, and reviews
• Handle post‑SOA tasks including implementation tracking and follow‑ups
• Ensure advice documentation is complete, accurate, and ready for adviser review
• Maintain organized, audit-ready client files and documentation
• Schedule and coordinate client appointments
• Support continuous improvement of admin processes and templates
• Deliver proactive and professional client service

Skills

AU Financial Planning Admin experience

SOA workflows & compliance

MS Outlook/Excel/Word

Copilot proficiency

Communication & documentation

Multitasking in fast-paced env

Tools

AU planning tools

CRM systems

Job description

Be the engine behind great financial advice.

At Collaborus PH Support Services, Inc. , we’re building a team that powers the day-to-day operations of financial advisers in Australia. We’re looking for a Financial Planning Admin who can confidently manage workflows, support advisers, and contribute to a growing, fast-paced environment.

This role goes beyond administration. It’s an opportunity to deepen your experience in advice, implementation, and client service, while working with a team that embraces technology, efficiency, and continuous growth.

What We're Looking For

• Minimum 3+ years' experience in an AU Financial Planning Admin
• Strong understanding of SOA workflows, reviews, implementation, and compliance
• Proficient in Microsoft Outlook, Excel, Word, and Copilot
• Strong communication, research, and documentation skills
• Ability to self‑manage, take initiative, and drive outcomes
• Comfortable multitasking, adapting to changing priorities, and working in a fast‑paced environment

Highly Regarded

• Experience with common AU planning tools and CRMs
• Previous experience supporting advisers or a growing practice
• Familiarity with ongoing service agreements and review cycles
• Competitive salary with annual performance based appraisal
• HMO with dental coverage
• 13th month pay
• Transportation & rice allowance
• 15 paid leave days + Australian public holidays off
• Pioneer team growth opportunities

Key Responsibilities

• Manage client onboarding, review preparation, and follow‑ups
• Coordinate and track tasks across advice, implementation, and reviews
• Handle post‑SOA tasks including implementation tracking and follow‑ups
• Ensure advice documentation is complete, accurate, and ready for adviser review

Implementation & Reviews

• Manage implementation of advice recommendations (super, investments, insurance, etc.)
• Liaise with product providers and platforms as required
• Support annual and ongoing review cycles, including data updates and documentation
• Maintain accurate records in CRM and document management systems
• Conduct product provider research and follow-ups to support strategy preparation
• Track outstanding implementation items through to completion

General Admin & Workflow Management

• Maintain organized, audit-ready client files and documentation
• Schedule and coordinate client appointments
• Proactively track and follow up on outstanding items
• Support continuous improvement of admin processes and templates
• Deliver proactive and professional client service
• Support ad-hoc administrative tasks and internal team initiatives
• Contribute to process improvements and projects that support team scalability

Why Join Us

• Work with a structured, supportive team that values quality and accountability
• Clear processes, expectations, and ownership — no chaos or micromanagement
• Be trusted as a key part of the advice delivery process, not "just admin"
• Long‑term role with stability and growth as the business scales
• Join a fast-growing, forward-thinking team leveraging AI and efficient systems