Financial Planning Assistant — Client Service & Admin

Advice Lab Inc; Taguig; Hybrid; PHP 260,000 - 380,000; Full time

Benefits offered by this job

13th month pay

HMO: Health insurance coverage

Company-Provided Equipment: PC/laptop

Job summary

Advice Lab Inc. seeks an organized support professional to assist Australian Financial Advisers with financial planning tasks and client engagement.

You will ensure accuracy, timely delivery, and proactive handling of administrative duties across client files and adviser inquiries. The role requires 2+ years in Australian financial planning, familiarity with MS Office tools, and a degree or equivalent experience.

Qualifications

• 2+ years of experience in the Australian Financial Planning industry.
• X-Plan experience would be an advantage.
• Basic to intermediate MS Outlook, Excel, Word and PowerPoint knowledge.
• Graduate from any four-year course; or at least 2 years in college with 2+ years of work experience.

Responsibilities

• Conduct product research within the financial planning universe.
• Provide exceptional customer service by promptly addressing Adviser inquiries on administrative tasks and following up on requests.
• Maintain accurate and up-to-date client records and databases, ensuring data integrity and confidentiality.
• Manage client review meetings and document preparation.
• Prepare and process applications, ensuring accuracy and alignment with the advice documents.
• Assist in the implementation of financial strategies, coordinating with financial institutions and other service providers to ensure seamless execution of plans.
• Stay informed on financial regulations, industry trends, and best practices to ensure compliance.
• Demonstrate working knowledge of Australian financial services regulatory requirements to ensure compliance in all client interactions.
• Ability to understand and meet stakeholder expectations.

Skills

Customer service

Attention to detail

Stakeholder management

Regulatory knowledge

Education

Bachelor's degree

Tools

MS Outlook

Excel

Word

PowerPoint

Job description

Advice Lab Inc. seeks an organized support professional to assist Australian Financial Advisers with financial planning tasks and client engagement.

You will ensure accuracy, timely delivery, and proactive handling of administrative duties across client files and adviser inquiries. The role requires 2+ years in Australian financial planning, familiarity with MS Office tools, and a degree or equivalent experience.