Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Customer Data Management Fixed Income Transcription (Genetics) Office Management Digital File Management Data Entry Financial Advising Compliance Management Financial Management Finance

Other Skills

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Microsoft Excel
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Problem Reporting
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Microsoft Word
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Microsoft Outlook
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Professional Communication
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Collaboration
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Open Mindset
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Time Management
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Organizational Skills
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Detail Oriented

Roles & Responsibilities

Minimum 2 years of administrative experience
Proficiency in Microsoft Office (Word, Excel, Outlook)
Strong attention to detail and accuracy
Clear and professional communication skills (neutral accent)

Requirements:

Prepare and maintain client review files; update and manage client data in Xplan
Raise Fixed Term Agreements and Records of Advice (ROAs); transcribe file notes accurately
Ensure all documentation is complete and compliant; maintain accurate and up-to-date client records
Provide administrative support to financial planners and assist with reporting and general administrative tasks

PeoplePartners Inc.

About PeoplePartners Inc.

𝗣𝗲𝗼𝗽𝗹𝗲𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 - 𝗘𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝗮𝗹 𝗢𝗳𝗳𝘀𝗵𝗼𝗿𝗲 𝗦𝘁𝗮𝗳𝗳𝗶𝗻𝗴 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀Our mission is to partner with leaders to scale businesses worldwide, offering tailored offshore solutions that tap into a global talent pool to deliver efficiency and outstanding performance.𝗪𝗵𝘆 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 𝘄𝗶𝘁𝗵 𝘂𝘀?• 𝗘𝘅𝗰𝗲𝗽𝘁𝗶𝗼𝗻𝗮𝗹 𝗧𝗮𝗹𝗲𝗻𝘁 𝗳𝗼𝗿 𝗛𝗶𝗴𝗵 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲: Handpicked top talent aligns with your specific needs for optimal results.• 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Accelerate your growth with our bespoke offshore teams.• 𝗜𝗻𝘀𝗽𝗶𝗿𝗶𝗻𝗴 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲 𝗟𝗼𝘆𝗮𝗹𝘁𝘆: We fuel loyalty, promoting high retention rates via unique employee engagement programs.• 𝗨𝗻𝗺𝗮𝘁𝗰𝗵𝗲𝗱 𝗦𝗮𝘃𝗶𝗻𝗴𝘀: Save up to 70% on labor costs with our transparent pricing.• 𝗦𝗲𝗰𝘂𝗿𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: Leverage our seasoned professionals' advanced tech skills for robust security and seamless delivery.• 𝗔𝗱𝗮𝗽𝘁𝗮𝗯𝗹𝗲 𝗪𝗼𝗿𝗸 𝗠𝗼𝗱𝗲𝗹𝘀: Embracing a "Remote-First, Client-Centric" approach, we flexibly offer remote, hybrid, or office-based models to match your preferences, championing your needs in the ever-evolving business landscape.• 𝗖𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲: We ensure smooth offshore operations with comprehensive management, administrative support, and regulatory services.PeoplePartners is a global force in shaping the future of work, unlocking growth, and delivering extraordinary results. Are you ready to leverage global talent for exceptional performance and significant cost savings? Partner with us and watch your business transcend borders and exceed expectations. 𝗖𝗼𝗻𝘁𝗮𝗰𝘁:🏢 Level 6 / 316 Adelaide Street Brisbane, Queensland 4000📧 info@peoplepartnersbpo.com📞1300 309 484

Founded: 2018

Company size: 201 - 500

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Job description

This is a remote position.

AU Financial Planning Administrator (Xplan) - Remote

About PeoplePartners

At PeoplePartners, we don’t just fill roles — we build careers that people are proud of. As a Great Place to Work certified company, we’re all about creating an environment where people feel valued, supported, and inspired to grow.
Here, you’ll find a people-first culture that genuinely invests in your success. You’ll collaborate with global clients, gain international exposure, and unlock opportunities that take your career further — all while working with a team that knows how to celebrate wins (big and small).
If you’re looking for a workplace that’s dynamic, supportive, and full of momentum — you’re in the right place.

Role Overview

This is where precision meets purpose.
As an AU Financial Planning Administrator (Xplan), you’ll be the quiet force that keeps everything running like clockwork. While planners focus on strategy, you’re the one ensuring every detail behind the scenes is accurate, organized, and ready to go.
If you thrive on structure, enjoy ticking off tasks with satisfaction, and take pride in getting things right the first time — this role is your sweet spot.

Key Responsibilities:

Prepare and maintain client review files.
Update and manage client data in Xplan.
Raise Fixed Term Agreements and Records of Advice (ROAs).
Transcribe file notes accurately.
Support reporting and general administrative tasks.
Ensure all documentation is complete and compliant.
Maintain accurate and up-to-date client records.
Provide administrative support to financial planners.

Requirements

Required Qualifications (Must-Have):

Minimum 2 years of administrative experienceProficiency in Microsoft Office (Word, Excel, Outlook).
Strong attention to detail and accuracy.
Clear and professional communication skills (neutral accent).
Ability to manage structured and repetitive tasks efficiently.
Strong organizational and time management skills.

Nice-to-Have:

Experience in financial services.
Experience using Xplan.

Preferred Qualifications:

Experience in roles requiring high levels of accuracy and compliance.
Familiarity with financial planning processes and documentation.
Ability to work independently while maintaining consistency.

Why Join PeoplePartners

At PeoplePartners, you’re not just stepping into a role — you’re stepping into a career that grows with you.

Work with global clients and gain international experience.
Be part of a Great Place to Work certified organization.
Thrive in a people-first, supportive culture.
Enjoy continuous learning and development opportunities.
Participate in engaging team activities and events.
Experience a collaborative environment that values your contributions.
Benefit from a stable, long-term career opportunity.
Work from home with company-provided equipment.

If you’re ready to bring your precision, organization, and proactive mindset into a role where it truly matters — we’d love to hear from you. Apply now and grow with PeoplePartners.

Work Details

Work Setup: Remote (Work from Home).
Schedule: Monday to Friday ; Day-shift.
Employment Type: Full-time.
Equipment: Company-provided equipment.

Benefits

Permanent Work-from-home setup
Company-provided equipment
Secondary Wi-Fi Modem
21 Leave Credits Annually - Leave benefits begin on Day 1.
100% conversion of UNUSED leave credits
HMO on Day 1
13th Month Pay
Monthly Gift Voucher
Milestone Tokens (Birthday/Anniversary/Christmas).
A Life Beyond the Screen #WorkLifeBalance.
Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.