Financial Planning Assistant

Rathmines Group Inc. is a dynamic and fast-growing shared services firm that partners with Alexander Spencer Group, a top 100 multi-disciplinary firm in Australia. We provide comprehensive support to the Australian market across a range of services including Accounting, Finance, Taxation, Insurance, M&A, Bookkeeping, Financial Planning, and Advisory. Join us and be part of a dynamic team making a difference in the financial services sector.

About the Company

You will work for an Australian wealth advisory firm with over 17 years of experience in financial advising, banking, and client management.

AS Wealth Advisors is dedicated to meeting the needs of accomplished clients and specialises in guiding them towards comprehensive wealth management solutions. The firm focuses on holistic wealth management, serving diverse clients from young accumulators to retirees and business owners, valuing ethical guidance and holding their own Australian Financial Services Licence (AFSL).

The Role

• Preparation of regular Portfolio Valuations for clients including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation
• Liaise with Fund Managers, Superannuation Providers, Brokers and other third parties to follow up ontransactions
• Assist with contribution calculations
• Managing annual reviews and Financial Directions (FDs) / Opt-ins
• Assisting in projects for process improvement, technology, and client experience
• Ensure Xplan is up-to-date and review processes and templates within to ensure they remain relevant
• Prepare client review documentation, statements of advice, and financial reports
• Manage client queries and ensure timely, accurate communication
• Maintain client records and ensure compliance with internal procedures and regulatory requirements

Who are we looking for

We seek an experienced Client Service Administratorto join our team, who will work closely with team of investment professionals, you will provide personalised and exceptional support to our valued clients.

To be successful in this role you must have:

• Experience in a financial planning business with a record of implementing strategies
• Organised and proactive work approach
• Previous experience in a client services or administration role within the financial planning or wealth management industry
• Excellent communication and interpersonal skills
• Strong attention to detail and ability to manage multiple tasks efficiently
• Proficiency with Microsoft Office and financial planning software Xplan
• A proactive and client-focused approach

Desired Traits:

Commitment to learning and growing with the Company

Authentic and inclusive, willing to collaborate in a team environment

Open to seeking improvements and efficiencies in work practices

Demonstrates a proactive approach to receiving feedback and implementing it for personal and professional development

Able to manage deadlines at a client and team level

Willing to contribute to the firm's culture through our shared values

Our Values:

Teach: Making others better

Respect: Open and respectful of others

Ambition: Aspire to be more

Fun: Unwind and have fun

Common game plan: Achieve everything together

Time & hours:

Full-time, Monday to Friday, working 7am to 4pm (Cebu time) to align closely with Australian time.

Working hours are 7.5 hours (1.5 hrs break built into the above times).

This is an office-based role in Cebu (current location in Lexmark Plaza 3, Cebu Business Park)

Benefits Package:

Salary range 35,000 42,000 (Gross per month)

Personal HMO Coverage plus up to two dependents

27 days leave per year usable for sick leave, personal leave, or vacation

Company-organized quarterly events, such as the End of Financial Year celebration and Year-End party.

Table tennis in our breakout room

Annual Performance Review

Incentive program for successful referrals

Tenure benefits after two years of service

Friday Lunch

Opportunity to connect with the onshore team through overseas training and projects.