Remote Senior Financial Planning Assistant: Onboarding

Zohorecruit; Polska; Hybrid; PLN 41,000 - 49,000; Full time

Benefits offered by this job

HMO after 6 months probation

13th Month Pay

Laptop after 30 days

Annual salary review

Job summary

Zohorecruit is seeking a detail-oriented Senior Financial Planning Assistant to support high-income professional clients through the full advice process end-to-end. The role emphasizes onboarding and implementation, working closely with the adviser and the team from a remote/home-based setup.

You will manage client onboarding, oversee end-to-end implementation, and coordinate SMSF-related workflows while maintaining audit-ready files and proactive communication.

Qualifications

• Minimum 3 years SoA experience in an advice practice.
• Direct exposure to SMSF advice support and implementation is a plus.
• Highly organised with exceptional attention to detail and multi-case management.
• Able to work both in a team and independently.
• References required, including SMSF implementation exposure.
• Experience using AdviserLogic or XPlan.

Responsibilities

• Own client onboarding: welcome process, document collection, checklists, meetings, follow-ups.
• Drive end-to-end implementation: accounts/platform setup, rollovers, contributions, paperwork.
• Provide SMSF implementation support and coordination as directed.
• Maintain audit-ready files with accurate records and version control.
• Proactive client communication and progress updates throughout the engagement.

Skills

SoA experience

SMSF implementation

Attention to detail

Team & independent work

References available

AdviserLogic/XPlan

Tools

AdviserLogic

XPlan

Job description

Zohorecruit is seeking a detail-oriented Senior Financial Planning Assistant to support high-income professional clients through the full advice process end-to-end. The role emphasizes onboarding and implementation, working closely with the adviser and the team from a remote/home-based setup.

You will manage client onboarding, oversee end-to-end implementation, and coordinate SMSF-related workflows while maintaining audit-ready files and proactive communication.