Senior Financial Planning Assistant
# Senior Financial Planning Assistant **24x7 Direct** · United States · `Remote` · `Full Time` 💼 **Уровень роли:** `Senior` 💰 **Компенсация:** `65,000 – 65,000 PHP` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Himalayas (JSON API)* --- ### Top Skills & Match 🎯 **Ключевой стек роли:** `[Financial-Planning-Assistant]` `[Paraplanner]` `[Financial-Services]` `[Financial-Advice]` `[Client-Services]` `[Senior-Financial-Planning-Specialist]` --- ### About the Role This is a remote position. Senior Financial Planning Assistant Role Summary We’re seeking a detail-oriented Senior Financial Planning Assistant to support high-income professional clients through the full advice process end-to-end , with a strong focus on onboarding and implementation . You’ll be the operational focal point working closely with the adviser, keeping workflows tight, deadlines met, and clients updated—while collaborating with the broader team and also working independently. Key Responsibilities - Own client onboarding : welcome process, document collection, checklists, meeting coordination, and follow-ups. - Drive implementation end-to-end: accounts/platform setup, rollovers/contributions, insurance paperwork and underwriting coordination, provider follow-ups, and implementation tracking. - Provide SMSF implementation support : coordination of SMSF-related workflows and paperwork with relevant parties (as directed by the adviser). - Maintain audit-ready files : accurate records, version control, forms, and supporting documentation. - Proactive client communication and progress updates throughout. Requirements Required Experience (Must-Have) - Minimum 3 years SoA experience in an advice practice is required. - Direct exposure to SMSF advice support and implementation (coordination and workflow execution) is a nice-to-have. - Highly organised, exceptional attention to detail , strong follow-through, and able to manage multiple cases. - Able to work within a team and independently . - References required , including at least one reference that can speak to your SMSF implementation exposure . - Experience using AdviserLogic or XPlan Work Environment & Expectations While this is a work-from-home position, it is important to note that this is a full-time role —not a freelance or flexible-hour arrangement. You will be expected to work a fixed shift and maintain a high level of professionalism and accountability, just as you would in an office environment. ✅ This role requires: - Discipline and commitment to set working hours (strict shift times, not flexible) - Use of time tracking software during work hours - Active participation in team and client calls with your camera ON - Consistent availability and responsiveness throughout your shift - Treating this as a long-term, full-time job—not a side gig or freelance task ⏱ Payroll is processed bi-monthly. We’re looking for someone who values structure, is dependable, and thrives in a role that provides consistency and clarity. If you’re seeking stability and a team that appreciates reliability, we’d love to hear from you. Benefits 1. Monthly Salary: PHP 65,000 2. Salary will be paid on a bi-monthly basis on the 15th and 30th or 31st of each month 3. You will be paid extra for overtime and Philippines public holidays 4. Probation: 6 months and after Probation - 10 days annual leave credits - 5 days of sick leave 5. HMO offered after 6-month probation 6. 13th Month Pay after 30 days 7. Annual Salary Review 8. Laptop provided after 30 days 9. Permanent work-from-home role. You will have to use your own internet. 10. SHIFT TIMES: 6AM to 3PM Philippine time, Monday to Friday Originally posted on Himalayas
- Financial-Planning-Assistant
- Paraplanner
- Financial-Services
- Financial-Advice
- Client-Services
- Senior-Financial-Planning-Specialist
Наблюдалась 2026-10-06, впервые 2026-10-06, источник — Himalayas (JSON API).