Senior Financial Planning Assistant (Team Lead – AU Clients)

Collaborus Inc; Cebu City; Hybrid; PHP 600.000 - 900.000; Vollzeit

Benefits dieser Stelle

HMO with dental

13th month pay

Pioneer team growth opportunities

15 paid leave days

Australian National Holidays off

People-first culture

Zusammenfassung

Collaborus Inc. is seeking a high-performing Senior Financial Planning Assistant (FPA) to lead and strengthen the financial planning support team for an Australian advisory practice.

The role blends hands-on financial planning work with team leadership, overseeing junior FPAs, ensuring output quality, and owning complex tasks in a fast-paced environment. You will work closely with advisers, maintain audit-ready client files, and drive consistency in processes, documentation, and delivery across

Qualifikationen

• 4–7+ years in Financial Planning Assistant roles
• Strong experience in end-to-end financial planning support
• Prior experience leading or mentoring team members is highly preferred
• Exposure to Australian financial planning environment is an advantage

Aufgaben

• Oversee junior FPAs and guide them in client onboarding, follow-ups and tracking
• Coordinate tasks across advice, implementation, and reviews
• Ensure advice documentation is complete, accurate, and ready for adviser review
• Handle complex or escalated cases requiring deeper analysis or judgment
• Review and validate work before submission and liaise with product providers for complex cases
• Support annual and ongoing review cycles and improve CRM/document workflows

Kenntnisse

Financial planning

Team leadership

Client onboarding

Quality assurance

Tools

CRM systems

MS Office

Jobbeschreibung

We are looking for a high-performing Senior Financial Planning Assistant (FPA) to lead and strengthen our financial planning support team for an Australian advisory practice.

This role combines hands-on financial planning work with team leadership responsibilities. You will oversee junior FPAs, ensure quality and consistency of outputs, and take ownership of more complex financial planning tasks and problem-solving.

You will work closely with advisers and are expected to operate with strong accountability, sound judgment, and leadership, particularly in a high-standard and fast-paced environment.

• HMO with dental
• 13th month pay
• Pioneer team growth opportunities
• 15 paid leave days
• Additional days off for Australian National Holidays
• Supportive, people-first culture

Key Responsibilities

• Oversee and guide junior FPAs in:
• Client onboarding
• Follow-ups and tracking
• Coordinate and track tasks across advice, implementation, and reviews
• Ensure advice documentation is complete, accurate, and ready for adviser review
• Handle complex or escalated cases requiring deeper analysis or judgment

Implementation & Reviews

• Oversee and support implementation of advice recommendations (super, investments, insurance, etc.)
• Review and validate work completed by junior FPAs before submission
• Liaise with product providers and platforms as required for more complex cases
• Support and manage annual and ongoing review cycles
• Ensure accurate record-keeping in CRM and document management systems
• Guide the team in tracking outstanding items through to completion

Team Leadership & Quality Control

• Manage and mentor a team of FPAs:
• Set clear expectations on quality and turnaround times
• Provide coaching, feedback, and support
• Ensure accountability across team outputs
• Review and approve work before it is sent to advisers
• Step in on complex, unclear, or high-risk tasks to ensure proper execution
• Drive consistency, structure, and standardization across the team

General Admin & Workflow Management

• Maintain organized, audit-ready client files and documentation
• Oversee scheduling and coordination of client appointments
• Ensure proactive tracking and follow-ups on outstanding tasks
• Lead improvements in admin processes, templates, and workflows
• Support internal initiatives and projects that enhance team efficiency and scalability
• Deliver professional and proactive client service standards

What We’re Looking For

Experience

• 4–7+ years experience in Financial Planning Assistant roles
• Strong experience in end-to-end financial planning support
• Prior experience leading or mentoring team members is highly preferred
• Exposure to Australian financial planning environment is an advantage

Technical Capability

• Strong understanding of:
• Investments, superannuation, and insurance
• Ability to handle complex cases independently
• Strong attention to detail and structured documentation approach

Leadership & Work Style (Critical)

• We are looking for someone who:
• Takes ownership of both their work and their team’s output
• Can lead, guide, and enforce quality standards
• Is comfortable handling ambiguity and complex requirements
• Balances technical accuracy with practical execution
• Communicates clearly, directly, and professionally
• Maintains composure and effectiveness under pressure

Who This Role Is NOT For

This role may not be suitable if you:

• Prefer purely task-based work without leadership responsibility
• Require constant direction or supervision
• Are not comfortable handling complex work or managing people and clients