Financial Planning Administrator

Join a growing customized financial planning advisor services to help you peace your mind by delivering top tier private wealth management, and portfolio services.

The Opportunity

Our partner is an Australia-based financial planning and wealth management firm that provides tailored advice to help clients grow, protect, and manage their wealth. They are known for delivering client-centric financial solutions with a strong focus on long-term relationships and high-quality service.

Step into a pivotal role as a Financial Planning Administrator, you’ll help providing administrative and client support to financial advisers and operations teams, managing workflows, communications, documentation, CRM updates, and implementation tasks. This role r

This is a unique opportunity requires a highly organised, detail-oriented individual with strong English communication skills.

Why join us?

• Proudly Great Place to Work® certified
• Celebrate globally: Company trips (2025: Hong Kong, 2024: Thailand), Culture Champs, Year-end parties, leadership awards & more
• Grow with stability: 100+ in our 10-Year Club by 2025
• Dynamic talent network: 2,000+ across APAC and beyond
• Competitive compensation with annual reviews
• Comprehensive medical care for you and your family
• Generous paid leave because work-life balance matters
• Level up with LinkedIn Learning and tailored training
• Flexible work setup
  
  
  

• Act as the first point of contact for clients, managing inbound calls and emails professionally and responding within the 24-hour SLA.
• Handle and triage client enquiries, ensuring prompt resolution, appropriate escalation, and consistent follow-up.
• Coordinate client appointments and maintain adviser calendars to support smooth daily operations.
• Prepare and process financial planning documentation, including SOAs, account setup, investment trades, and supporting forms.
• Maintain accurate client records by preparing, scanning, uploading, and managing documentation across internal systems.
• Update and manage CRM (Salesforce), ensuring data accuracy, completeness, and compliance with AML requirements.
• Produce and distribute client reports, including quarterly, ad-hoc, and End of Financial Year (EOFY) reporting.
• Support client portal access (MyProsperity), including document uploads and basic troubleshooting for clients.
• Collaborate with advisers and internal teams, manage task priorities effectively, and proactively resolve client-related issues.
  
  
  

• At least 3 years of experience in financial planning administrator, financial planning associate, customer service positions in financial services environment.
• Strong administrative skills with attention to detail and accuracy.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Excellent communication skills and ability to work independently.
• An understanding of the Financial Planning processes would be an added advantage, such as; Superannuation, Investments, Gearing, Retirement income, Tax minimization strategies, debt reduction strategies and Personal & Key Man Insurance.
• Eagerness to learn and contribute to a collaborative team environment.
  
  
  

• Manila (BGC, Taguig): Australian hours (6.00 AM – 3.00 PM PHT), full time onsite in the probation, then transition into hybrid set up (4 days onsite, 1 day work from home)