Admin and Financial Planning Assistant

Your Next Global Opportunity Awaits – Make an Impact from the Comfort of Home

Step into a dynamic position that opens doors to international opportunities without leaving the comfort of your own home. This role empowers you to engage with a global client base, advance your expertise in financial planning, and make a lasting mark in the financial services industry—all while embracing the stability of a permanent work-from-home setup.

As a AU Financial Planning and Admin Assistant, you’ll be the backbone of critical client management processes. From contacting superannuation, investment, and insurance providers to gathering vital client information, you will ensure that data is accurately entered into our client's financial planning software (Xplan). You’ll play a pivotal role in comparing super, investment, and insurance products, handling application forms, tracking client document progress, and maintaining organized files.

• Contact superannuation, investment, and insurance companies to gather client data
  
• Input client details into the advisor’s Client Relationship Management (CRM) software (Xplan)
  
• Generate and analyze product comparison reports for super, investment, and insurance using designated software
  
• Complete and process superannuation, investment, and insurance application forms, both paper-based and online
  
• Engage with clients via email and phone for updates and follow-ups
  
• Track and monitor the progress of applications and documents through to completion
  
• Manage data entry and organize files in OneDrive and Dropbox for seamless CRM integration
  
• Handle additional administration duties as needed
  

Qualifications Needed: Financial Foundations – Build on Your Expertise

• Bachelor’s degree in accounting or business administration
  
• 2-3 years of experience supporting financial planners in a similar role within the financial or insurance industry
  
• Hands-on experience with superannuation/pension, insurance, and investment applications, and generating client reports
  
• Working familiarity with Xplan financial planning software is a plus
  

Benefits: Perks that Count, Just Like Your Contributions

Empowering Your Financial Future, Step by Step

Our client is an esteemed Australian boutique financial services firm dedicated to providing bespoke financial advice. Known for a high level of trustworthiness and ethical practices, they focus on personalizing financial strategies to meet individual needs. By guiding clients through critical areas such as retirement, wealth creation, debt management, and estate planning, our client empowers people to reach their financial goals. Their team-driven approach and commitment to excellence make them a standout in the financial services landscape.

Welcome to Emapta Philippines!

Discover a world of possibilities at Emapta, where your career takes flight in stability and growth. Join a team that thrives on camaraderie, supporting each other to achieve excellence together. Experience the satisfaction of being recognized for your contributions with competitive compensation packages that reflect your skills and commitment. Immerse yourself in a positive work culture that encourages collaboration, innovation, and personal development. We provide you with the platform for your success, empowering you to reach new heights in a supportive and inclusive environment.

With a wide roster of international clients from various industries and a proven track record of success, Emapta offers a stable foundation for your career. Team up with like-minded professionals who are passionate about making a meaningful impact through premium global opportunities at your fingertips. Apply now and create a better future with us.

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