Key Facts

Remote From:

Full time

Senior (5-10 years)

English

Hard Skills

Aftercare Medical Insurance Claims Digital File Management Underwriting Rollup Version Control Auditing Meeting Facilitation Change Tracking Time Tracking Software Client Services Business Communication Positive Discipline Availability Management

Other Skills

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Video Conferencing
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Record Keeping
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Progress Reporting
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Checklists
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Professionalism
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Time Management
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Teamwork
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Organizational Skills
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Detail Oriented

Roles & Responsibilities

Minimum 3 years of SoA experience in an advice practice.
Direct exposure to SMSF advice support and implementation (coordination and workflow execution).
Highly organized with exceptional attention to detail, strong follow-through, and ability to manage multiple cases.
Experience using AdviserLogic or XPlan

Requirements:

Own client onboarding: welcome process, document collection, checklists, meeting coordination, and follow-ups.
Drive implementation end-to-end: accounts/platform setup, rollovers/contributions, insurance paperwork and underwriting coordination, provider follow-ups, and implementation tracking.
Provide SMSF implementation support: coordination of SMSF-related workflows and paperwork with relevant parties (as directed by the adviser).
Maintain audit-ready files: accurate records, version control, forms, and supporting documentation.

24x7 Direct

About 24x7 Direct

Looking for a reliable outsourcing partner that can help your business grow? Look no further than 24x7 Direct!At 24x7 Direct, we offer a wide range of outsourcing solutions to help businesses of all sizes save money, boost efficiency, and achieve their goals. Whether you're looking to outsource your customer service, IT support, accounting, or any other business function, we've got you covered.Our team of highly skilled professionals is based in the Philippines, one of the world's top outsourcing destinations. With years of experience and a commitment to excellence, we're proud to offer our clients the highest quality services at a fraction of the cost of traditional in-house staffing.But we're not just about saving you money - we're also committed to delivering outstanding customer service and support. We work closely with our clients to understand their unique needs and requirements, and we're always available to answer questions, provide guidance, and offer support.So if you're ready to take your business to the next level, let 24x7 Direct be your outsourcing partner. Contact us today to learn more about our services and how we can help your business thrive.www.24x7direct.com.au

Company type: SME

Founded: 2018

Company size: 51 - 200

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Job description

This is a remote position.

Senior Financial Planning Assistant

Role Summary

We’re seeking a detail-oriented Senior Financial Planning Assistant to support high-income professional clients through the full advice process end-to-end, with a strong focus on onboarding and implementation.

You’ll be the operational focal point working closely with the adviser, keeping workflows tight, deadlines met, and clients updated—while collaborating with the broader team and also working independently.

Key Responsibilities

Own client onboarding: welcome process, document collection, checklists, meeting coordination, and follow-ups.
Drive implementation end-to-end: accounts/platform setup, rollovers/contributions, insurance paperwork and underwriting coordination, provider follow-ups, and implementation tracking.
Provide SMSF implementation support: coordination of SMSF-related workflows and paperwork with relevant parties (as directed by the adviser).
Maintain audit-ready files: accurate records, version control, forms, and supporting documentation.
Proactive client communication and progress updates throughout.

Requirements

Required Experience (Must-Have)

Minimum 3 years SoA experience in an advice practice is required.
Direct exposure to SMSF advice support and implementation (coordination and workflow execution) is a nice-to-have.
Highly organised, exceptional attention to detail, strong follow-through, and able to manage multiple cases.
Able to work within a team and independently.
References required, including at least one reference that can speak to your SMSF implementation exposure.
Experience using AdviserLogic or XPlan

Work Environment & Expectations

While this is a work-from-home position, it is important to note that this is a full-time role—not a freelance or flexible-hour arrangement. You will be expected to work a fixed shift and maintain a high level of professionalism and accountability, just as you would in an office environment.

✅ This role requires:

Discipline and commitment to set working hours (strict shift times, not flexible)
Use of time tracking software during work hours
Active participation in team and client calls with your camera ON
Consistent availability and responsiveness throughout your shift
Treating this as a long-term, full-time job—not a side gig or freelance task

⏱ Payroll is processed bi-monthly.

We’re looking for someone who values structure, is dependable, and thrives in a role that provides consistency and clarity. If you’re seeking stability and a team that appreciates reliability, we’d love to hear from you.