Senior Financial Planning Assistant

About this 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)

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Minimum 3 years SoA experience in an advice practice is required.

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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.

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References required, including at least one reference that can speak to your SMSF implementation exposure.

• Experience using AdviserLogic or XPlan

Work Environment & ExpectationsWhile this is awork-from-homeposition, it is important to note that this is afull-time role—not a freelance or flexible-hour arrangement. You will be expected to work afixed shiftand maintain a high level of professionalism and accountability, just as you would in an office environment.

✅ This role requires:

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Discipline and commitmentto set working hours (strict shift times, not flexible)

• Use oftime tracking softwareduring 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 65,0002. Salary will be paid on a bi-monthly basis on the 15th and 30th or 31st of each month3. You will be paid extra for overtime and Philippines public holidays4. Probation: 6 months and after Probation

• 10 days annual leave credits

• 5 days of sick leave

5. HMO offered after 6-month probation6. 13th Month Pay after 30 days7. Annual Salary Review8. Laptop provided after 30 days9. 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