AU Senior Financial Planning Administrator (Hybrid – Once a Month Onsite)

We are seeking an experienced Senior Financial Planning Administrator to support our Australian client. This role is ideal for someone who thrives in a collaborative environment and brings strong expertise in financial planning administration, particularly within the Australian market.
 
Key Responsibilities:
 
Review Process

• Prepare comprehensive client review packs
• Coordinate, manage, and schedule client review meetings

Implementation

• Manage end-to-end implementation across superannuation, pensions, and investment portfolios (including individuals, companies, SMSFs, and trusts)
• Ensure accurate and timely lodgements, including follow-ups
• Conduct final checks and audits of implementation tasks
• Provide regular updates on work-in-progress to the advice team

Compliance

• Prepare and manage Terms of Engagement
• Handle Ongoing Service Agreements and Fixed-Term Agreements
• Manage Fee Disclosure Statements (FDS)
• Oversee Opt-In processes end-to-end
• Process Fee Consent Forms end-to-end

 
Required Skills & Experience

• Minimum 3+ years' experience in an Australian financial planning administration role
• Strong working knowledge of Xplan
• Excellent verbal and written communication skills, with confidence liaising with the advice team
• Highly organised with strong attention to detail
• Proactive, resourceful, and able to identify gaps in information
• Ability to work independently and "hit the ground running"

 
Work Setup

• Work from home with a reliable internet connection and a conducive workspace
• Willing to report onsite once a month 

Onsite Location: Global One Building, Eastwood, Libis, Quezon City
Work Schedule: 7:00 AM - 3:00 PM (Manila Time)
 
Join Frontline Accounting and be part of our team to Embrace the Future Ahead: Where Possibilities Begin!