Financial Planning Assistant (Xplan) | Australian Financial Planning

About the Role

We are looking for an experienced Financial Planning Assistant to support Australian financial advisers with client administration, review preparation, new client onboarding, post-advice implementation, and insurance applications.

The ideal candidate has at least 3–4 years of experience in Australian financial planning , hands-on proficiency in Xplan, and the ability to manage client servicing tasks independently. This role is suited to a detail-oriented professional who can coordinate with advisers, clients, insurers, and other stakeholders to ensure client requirements are completed accurately and on time.

Key Responsibilities

• Manage client review preparation, including gathering information, organising client files, and preparing supporting documentation for adviser meetings.

• Coordinate new client onboarding, from initial administration and document collection through to completion and client record setup.

• Maintain accurate and up-to-date client information, records, and workflows in Xplan.

• Coordinate post-advice implementation by processing adviser instructions and following up on outstanding requirements.

• Process and monitor insurance applications from submission through to completion.

• Liaise directly with insurers regarding outstanding documents, medical requirements, underwriting, and application status.

• Proactively follow up with insurers, clients, and relevant stakeholders to prevent delays and ensure timely completion.

• Prepare client reports, forms, and supporting documents as required.

• Coordinate with financial advisers, clients, product providers, and other stakeholders to support smooth client servicing.

• Manage multiple client files and deadlines while maintaining accuracy, confidentiality, and compliance with established procedures.

Qualifications and Requirements

• At least 3–4 years of experience supporting Australian financial advisers or Australian financial planning firms .

• Hands-on experience using Xplan in a professional financial planning environment.

• Practical experience in client review preparation, onboarding, and post-advice implementation.

• Experience processing insurance applications and communicating directly with insurers.

• Good understanding of Australian financial planning administration and adviser workflows.

• Excellent written and verbal English communication skills.

• Strong attention to detail, organisation, follow-through, and time management.

• Ability to work independently, manage multiple priorities, and meet deadlines.

• Comfortable working remotely on a schedule typically starting at 7:00 AM Philippine time, with flexibility based on client requirements.

What We Offer

• Competitive monthly salary of ₱50,000–₱60,000, depending on experience.

• 100% remote work arrangement.

• Full-time opportunity supporting Australian financial planning professionals.

• The opportunity to apply and develop your financial planning administration expertise.