AU Senior Financial Planning Administrator (Once a Month Onsite)

We are looking for an experienced Financial Planning Administrator. If you have experience in the following areas, we would love to hear from you.

Review Process

• Prepare Review Packs
• Manage and Book Client Review Meetings

Implementation

• You are highly experienced in end to end implementation, including super, pension and ordinary investments for clients, companies, SMSFs and trusts
• You are exceptionally organised with lodgement and follow-up
• Implementation final check/audit
• You can report the team's work in progress to the advice team regularly

Compliance

• Terms of Engagement 
• Ongoing Service and Fixed Term Agreements
• Fee Disclosure Statement 
• Opt In Process - end to end
• Fee Consent Forms - end to end

To apply for this role you MUST possess ALL of the following attributes:

• 3+ years in a similar Australian financial planning role using Xplan
• You are comfortable communicating with the advice team verbally
• You possess a positive attitude
• You are able to “hit the ground running” with admin & implementation tasks
• You can see gaps in information, you are resourceful and your attention to detail is exceptional

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!