Senior Financial Planning Assistant
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Job Summary
This is a remote position.
Senior Financial Planning Assistant
Role Summary
- 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.
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
While this is a work-from-home position it is important to note that this is a full-time rolenot 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 jobnot a side gig or freelance task
Payroll is processed bi-monthly.
Were looking for someone who values structure is dependable and thrives in a role that provides consistency and clarity. If youre seeking stability and a team that appreciates reliability wed love to hear from you.
- 10 days annual leave credits
- 5 days of sick leave
Required Skills:
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 rolenot 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 jobnot a side gig or freelance task Payroll is processed bi-monthly. Were looking for someone who values structure is dependable and thrives in a role that provides consistency and clarity. If youre seeking stability and a team that appreciates reliability wed love to hear from you.
