Financial Planning admin assistantConnectOS

Job Description:
You will be responsible for the end-to-end administration of the financial planning process and assist the Para Planner with all daily and research tasks. Including collating information, arranging third party forms, insurance pre-assessments and super.
Working closely with Financial Planners and the Paraplanner to develop strategies and advice
Updating fact finds
Pre- assessment research, including insurance [medical certificates where required] super investments and culmination of all required documents allowing the financial planner to propose the end solution to the client
Follow ups and timely management of files
Assisting the administration team members with implementation of advice
Liaising with key stakeholders such as product providers, insurers and superannuation companies
Liaising with clients, as required
Supporting Financial Planner with administrative duties
Contribute to continuous improvement and team development - Improving internal tasks and procedures, client communication, ensure high level of product and lender policy knowledge.
Requirements:
2-3 years' experience is a similar role/capacity is mandatory
Fully understand the Australian financial services terminology
Experience in the Australian Financial Services Market is highly preferred
Ability to prepare documentation [including SOA's], obtain quotes where necessary and ensure documents are compliant and complete
Working closely with Financial Planners and another Paraplanner to develop strategies and advice
Liaising with key stakeholders such as product providers
Strong confident communication skills
Ability to manage the daily workload.
Benefits:
HMO on Day 1
Temporary Work from Home Set Up
Fixed Dayshift Schedule
SL/VLs
Paid Government Mandated Benefits (SSS, PHIC, Pag-IBIG)
Equipment provided
Work-life balance
ConnectOS

Mandaluyong City, Metro Manila
Temporary
Full-time