Senior Financial Planning Implementation Specialist

Collective Outsourcing, Inc.; Cebu City; Remote; PHP 2,907,000 - 4,249,000; Full time

Job summary

Collective Outsourcing, Inc. is seeking a Senior Financial Planning Administrator for a Melbourne-based practice. The role focuses on back-office support, with end-to-end implementation and ongoing compliance tasks.

You will manage lodgement, audits, and preparation of review packs while coordinating with the advice team. A meticulous, proactive admin professional with XPLAN experience is essential for success in this busy environment.

Qualifications

• 3+ years in a similar Aust financial planning role using XPLAN.
• Comfortable communicating with the advice team verbally.
• Positive attitude.
• Able to hit the ground running with admin & implementation tasks.
• Able to spot gaps in information, be resourceful and detail-oriented.

Responsibilities

• End-to-end implementation of super, pension and ordinary investments for clients and trusts.
• Lodgement and follow-up administration to ensure accuracy.
• Implementation final check and audit.
• Prepare Review Packs and ROA documentation.

Skills

Verbal communication

Attention to detail

Organisational skills

Administrative efficiency

Tools

XPLAN

Job description

Collective Outsourcing, Inc. is seeking a Senior Financial Planning Administrator for a Melbourne-based practice. The role focuses on back-office support, with end-to-end implementation and ongoing compliance tasks.

You will manage lodgement, audits, and preparation of review packs while coordinating with the advice team. A meticulous, proactive admin professional with XPLAN experience is essential for success in this busy environment.