Senior Financial Planning Lead - Team & Complex Cases

Collaborus Inc; Cebu City; On-site; PHP 800,000 - 1,000,000; Full time

Benefits offered by this job

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

Job summary

Collaborus Inc is seeking a high-performing Senior Financial Planning Assistant to strengthen our financial planning support team. You will lead junior FPAs and ensure quality outputs while managing complex financial tasks.

The ideal candidate has 4–7+ years of experience in financial planning roles, with strong leadership skills and a detail-oriented approach. This role demands accountability and effectiveness in a fast-paced environment, aligning with Australian financial planning standards.

Qualifications

• 4–7+ years experience in Financial Planning Assistant roles.
• Strong experience in end-to-end financial planning support.
• Able to guide and lead team members.

Responsibilities

• Oversee and guide junior FPAs in client onboarding and task tracking.
• Ensure quality and accuracy of financial advice documentation.
• Review and approve work before submission to advisers.

Skills

End-to-end financial planning support

Leadership and mentorship

Attention to detail

Complex case management

Job description

Collaborus Inc is seeking a high-performing Senior Financial Planning Assistant to strengthen our financial planning support team. You will lead junior FPAs and ensure quality outputs while managing complex financial tasks.

The ideal candidate has 4–7+ years of experience in financial planning roles, with strong leadership skills and a detail-oriented approach. This role demands accountability and effectiveness in a fast-paced environment, aligning with Australian financial planning standards.