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.
Benefits
1. Monthly Salary: PHP 65,000 2. Salary will be paid on a bi-monthly basis on the 15th and 30th or 31st of each month
3. You will be paid extra for overtime and Philippines public holidays
4. Probation: 6 months and after Probation
- 10 days annual leave credits
- 5 days of sick leave
5. HMO offered after 6-month probation 6. 13th Month Pay after 30 days
7. Annual Salary Review
8. Laptop provided after 30 days
9. Permanent work-from-home role. You will have to use your own internet.
10. SHIFT TIMES: 6AM to 3PM Philippine time, Monday to Friday Salary: PHP 65,000
