Financial Planning Support Assistant - 016 -0553

Looking for Philippines-based candidates

Job Role: Financial Planning Support Assistant

Compensation range: $1,500 - $2,000 AUD / Monthly

Engagement type: Independent Contractor Agreement

Work Schedule: This role is expected to align with the AU business hours (approx. 9 AM - 5 PM, Monday to Friday) for collaboration, but as a contractor, you’ll have flexibility in how you manage your time.

Who We Are: At Hunt St, we help Australian companies hire top remote talent in the Philippines. For this role, you will be engaged directly by the client as an independent contractor. We are not an outsourcing agency. All of our roles are 100% remote so youll be able to work from home.

Who The Client Is: We are a professional financial advisory firm dedicated to helping clients build wealth and secure their retirement. We bridge the gap between financial goals and reality by developing customized, step-by-step strategies that empower our clients to make informed decisions about their money. Our focus is on providing clear, actionable advice that evolves with our clients lives, ensuring they stay on track for a stable and prosperous future.

Role Overview: As a Financial Planning Support Assistant, you will be reporting to Fund Managers, Financial Advisers, and Practice Managers. You will provide critical support by preparing client research, maintaining accurate records, and implementing advice. This role ensures smooth and efficient client reviews and contributes to the overall success of the practice.

You will be paid half-monthly upon invoice for actual days and hours worked, and includes a 13th-month bonus plus 30% to 100% loading for any required public holiday work. You will be responsible for your own taxes and insurance, ensuring all leave is pre-approved and documented on your invoices while maintaining high-quality support for advisers and their ongoing compliance requirements.

Key Responsibilities:

• Manage client information on XPLAN and update accordingly after adviser completes a new FACT FIND
• Set up new clients on XPLAN
• Download confirmations for Super / Pensions / Investments, Binding Nominations, Contributions, Switches, Withdrawals, Accounts Closed, Deceased from Fund Manager platform
• Download Insurance confirmations for New Policies, Accounts Closed, Paid Out
• Ensure all client data is accurate and checked when entering profile in Xplan
• Adhere to practice checklists and ensure all actions are processed.
• Assist with bulk client mailouts.
• Be available on TEAMS meeting throughout the day
• Email management with Advisers, Clients and other parties
• Maintain relationship with Fund Managers

Requirements:

Required Skills and Qualifications:

• Completed some education in Australian Financial Planning (RG146 highly regarded) AND at least 3 years’ experience supporting an Australian Financial Adviser
• Strong knowledge of XPLAN and IPS system within XPLAN is ESSENTIAL
• Proficient in conducting research on SUPER, PENSION, INVESTMENTS, and INSURANCE policies.
• Microsoft Word and Excel proficiency.

Behavioral Competencies:

• Organizational Skills: Ability to work in a complex fast paced environment, with a sense of urgency.
• Communication: Excellent written and verbal communication skills to engage with a diverse group of people.
• Reliability and Accountability: Be reliable and someone the practice can count on with minimal follow-up.
• Attention to detail: Sound accuracy and checking skills.
• Initiative: Be a self-starter and proactively tackle tasks.

Work Arrangement & Expectations:

This is a remote role that will be set up as an independent contractor engagement.

To ensure alignment and transparency, successful candidates will be expected to:

• Disclose any existing ongoing roles or client work
• Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)