Junior Australian Financial Planning Assistant

Advice to Talent; Cebu City; Remote; PHP 558,000 - 670,000; Full time

Benefits offered by this job

HMO

Paid time off

Paid Christmas Break

PH holiday premium

Equipment provided

Job summary

Advice to Talent is seeking a Financial Planning Assistant to blend administration with insurance premium quotes and client portfolio preparation. The role emphasizes attention to detail, timely task execution, and proactive client service in a remote setup.

The candidate will compile reports, manage applications, prepare documentation, and coordinate meetings while upholding confidentiality. Experience with North platform/AMP Suite and RG146 is advantageous.

Qualifications

• 1 year experience in AU Financial Planning support is required.
• TimeDoctor usage is mandatory.
• Internet connection of at least 50 Mbps is required.

Responsibilities

• Summarize client details, set files, and add data to the financial planning software.
• Prepare product comparison reports with insurers and investment companies to gather client portfolio information.
• Prepare application forms, reports, and mindmap presentations.
• Submit applications and follow up on insurance, underwriting, medicals, etc.
• Prepare portfolio reports, presentations, and documents for client meetings.
• Schedule meetings and manage travel itineraries.
• Use CRM to manage and update client data.
• Assist advisor with creating recommendations and research for financial planning.

Skills

Financial planning support

Customer service

Data management

Attention to detail

Education

RG146 Certification

AMP licensee knowledge

Tools

TimeDoctor

CRM software

Job description

As a Financial Planning Assistant, you'll blend traditional administrative duties with the critical task of preparing insurance premium quotes and estimates. Your primary goal will be to provide clients with top-notch service through meticulous attention to detail, timely task execution, and proactive management of client needs.

Candidates with experience with an AMP licensee is an advantage

Summarize client details, set files, and add data to the financial planning software

Prepare product comparison reports which involve digital correspondence with insurance and investment companies to gather specific client portfolio information.

Preparing application forms, reports, and mindmap presentations.

Submitting application forms and following up on applications, insurance, underwriting, medicals, etc.

Prepare portfolio reports, presentations, forms, documents, invoices, templates, etc for client meetings

Schedule meetings, and appointments and manage travel itineraries.

Develop and sustain a level of professionalism among staff and clientele

Uphold a strict level of confidentiality

Other tasks as assigned by the client or team leader

Implementation of Advice

Gathering, organising, confirming, and preserving all required client work documents and data

Prepare application forms and follow up on their progress directly with product providers.

Utilise the CRM to manage, examine, and update client data.

Create and evaluate policy schedules and investment reports.

Assist the advisor with creating recommendations.

Coordinate with different entities to complete research to back financial planning recommendation

North platform Retirement TTR Application – some BT - putting together applications

Retirement advice

AMP Suite Insurance - One path, AIA, TAL,

Lodgment and implementation

Ideally have experienced in working with North products and must have experience in Implementation.

RG146 Certification is a plus but not a requirement.

About the Recruiting Process:

Must have at least 1 year experience in AU Financial Planning support

Must be ok with using TimeDoctor (non negotiable)

Willing to take a series of assessments - we make sure you possess the basic skills we need for the role!

Character reference will be required

Candidate must have an internet connection of at least 50Mbps

Salary starts at 50,000-60,000 but can go higher depending on your experience!

Permanent Work from Home

• Government mandated benifits
• HMO
• Paid time off
• Paid Christmas Break
• PH holiday premium
• Equipment will be provided