Financial Planning Admin

We're a team of hard-working, enthusiastic professionals who strive to help as many Australians as possible improve their financial position by reviewing, researching, and executing quality financial advice with only you in mind.

As we continue to expand our operations, we seek a Financial Planning Administrator to join our team and contribute to our ongoing success.

The core tasks of this role:

• organizing client files
• maintaining file notes
• setting up the platform for new member applications
• tracking deal progress
• following instructions from the financial advisor
• submitting rollovers investing funds

Job Types: Full-time, Permanent

Pay: Php25, Php40,000.00 per month

Benefits:

• Health insurance
• Work from home

Experience:

• Financial Planning Admin: 2 years (Preferred)

Work Location: Remote