Hunt St

Financial Planning Support Assistant

Hunt St

contract

Posted on:

Location Type: Remote

Location: Philippines

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Salary

💰 A$1,500 - A$2,000 per month

About the role

  • Manage client information on XPLAN and update accordingly after adviser completes a new FACT FIND
  • Set up new clients on XPLAN
  • Download confirmations for Super / Pensions / Investments, Binding Nominations, Contributions, Switches, Withdrawals, Accounts Closed, Deceased from Fund Manager platform
  • Download Insurance confirmations for New Policies, Accounts Closed, Paid Out
  • Ensure all client data is accurate and checked when entering profile in Xplan
  • Adhere to practice checklists and ensure all actions are processed.
  • Assist with bulk client mail outs.
  • Be available on TEAMS meeting throughout the day
  • Email management with Advisers, Clients and other parties
  • Maintain relationship with Fund Managers

Requirements

  • Completed some education in Australian Financial Planning (RG146 highly regarded) **AND** at least 3 years’ experience supporting an Australian Financial Adviser
  • Strong knowledge of XPLAN and IPS system within XPLAN is ESSENTIAL
  • Proficient in conducting research on SUPER, PENSION, INVESTMENTS, and INSURANCE policies.
  • Microsoft Word and Excel proficiency.
  • Organizational Skills: Ability to work in a complex fast paced environment, with a sense of urgency.
  • Communication: Excellent written and verbal communication skills to engage with a diverse group of people.
  • Reliability and Accountability: Be reliable and someone the practice can count on with minimal follow-up.
  • Attention to detail: Sound accuracy and checking skills.
  • Initiative: Be a self-starter and proactively tackle tasks.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
XPLANIPS systemSUPER policiesPENSION policiesINVESTMENTS policiesINSURANCE policiesMicrosoft WordMicrosoft Excel
Soft Skills
organizational skillscommunicationreliabilityaccountabilityattention to detailinitiative
Certifications
RG146