Junior Australian Financial Planning Assistant (WFH CEBU BASED ONLY)

As a Financial Planning Assistant, you'll blend traditional administrative duties with the critical task of preparing insurance premium quotes and estimates. Your primary goal will be to provide clients with top-notch service through meticulous attention to detail, timely task execution, and proactive management of client needs.

Candidates with experience with an AMP licensee is an advantage

Main duties include:

• Summarize client details, set files, and add data to the financial planning software
• Prepare product comparison reports which involve digital correspondence with insurance and investment companies to gather specific client portfolio information.
• Preparing application forms, reports, and mindmap presentations.
• Submitting application forms and following up on applications, insurance, underwriting, medicals, etc.
• Prepare portfolio reports, presentations, forms, documents, invoices, templates, etc for client meetings
• Schedule meetings, and appointments and manage travel itineraries.
• Develop and sustain a level of professionalism among staff and clientele
• Uphold a strict level of confidentiality
• Other tasks as assigned by the client or team leader
• Implementation of Advice
• Gathering, organising, confirming, and preserving all required client work documents and data
• Prepare application forms and follow up on their progress directly with product providers.
• Utilise the CRM to manage, examine, and update client data.
• Create and evaluate policy schedules and investment reports.
• Assist the advisor with creating recommendations.
• Coordinate with different entities to complete research to back financial planning recommendation
• North platform Retirement TTR Application – some BT - putting together applications
• North Super application
• Retirement advice
• AMP Suite Insurance - One path, AIA, TAL,
• Lodgment and implementation
• Ideally have experienced in working with North products and must have experience in Implementation.

RG146 Certification is a plus but not a requirement.

About the Recruiting Process:

• Must have at least 1 year experience in AU Financial Planning support
• Must be ok with using TimeDoctor (non negotiable)
• Willing to take a series of assessments - we make sure you possess the basic skills we need for the role!
• Character reference will be required
• Candidate must have an internet connection of at least 50Mbps

Perks:

• Salary starts at 50,000-60,000 but can go higher depending on your experience!
• Government mandated benifits, HMO, Paid time off, Paid Christmas Break, PH holiday premium.
• Dayshift, fixed weekend off.
• Permanent Work from Home
• Equipment will be provided