Financial Planning Admin (AU Clients)

Be the engine behind great financial advice.

At Collaborus PH Support Services, Inc. , we're building a team that powers the day-to-day operations of financial advisers in Australia. We're looking for a Financial Planning Admin who can confidently manage workflows, support advisers, and contribute to a growing, fast-paced environment.

This role goes beyond administration. It's an opportunity to deepen your experience in advice, implementation, and client service, while working with a team that embraces technology, efficiency, and continuous growth.

What We're Looking For

Essential

• Minimum 3+ years experience in an AU Financial Planning Admin
• Strong understanding of SOA workflows, reviews, implementation, and compliance
• Proficient in Microsoft Outlook, Excel, Word, and Copilot
• Strong communication, research, and documentation skills
• Ability to self‑manage, take initiative, and drive outcomes
• Comfortable multitasking, adapting to changing priorities, and working in a fast‑paced environment

Highly Regarded

• Experience with common AU planning tools and CRMs
• Previous experience supporting advisers or a growing practice
• Familiarity with ongoing service agreements and review cycles

Benefits

• Competitive salary with annual performance based appraisal
• HMO with dental coverage
• 13th month pay
• Transportation & rice allowance
• 2‑week paid holiday break every December
• 15 paid leave days + Australian public holidays off
• Weekends off
• Modern workspace in KMC IT Park + supportive, people‑first culture
• Pioneer team growth opportunities

Key Responsibilities

Adviser & Client Support

• Provide day‑to‑day administrative support to Financial Advisers
• Manage client onboarding, review preparation, and follow‑ups
• Coordinate and track tasks across advice, implementation, and reviews
• Handle post‑SOA tasks including implementation tracking and follow‑ups
• Ensure advice documentation is complete, accurate, and ready for adviser review

Implementation & Reviews

• Manage implementation of advice recommendations (super, investments, insurance, etc.)
• Liaise with product providers and platforms as required
• Support annual and ongoing review cycles, including data updates and documentation
• Maintain accurate records in CRM and document management systems
• Conduct product provider research and follow-ups to support strategy preparation
• Track outstanding implementation items through to completion

General Admin & Workflow Management

• Maintain organized, audit-ready client files and documentation
• Schedule and coordinate client appointments
• Proactively track and follow up on outstanding items
• Support continuous improvement of admin processes and templates
• Deliver proactive and professional client service
• Support ad-hoc administrative tasks and internal team initiatives
• Contribute to process improvements and projects that support team scalability

Why Join Us

• Work with a structured, supportive team that values quality and accountability
• Clear processes, expectations, and ownership — no chaos or micromanagement
• Be trusted as a key part of the advice delivery process, not just admin
• Long‑term role with stability and growth as the business scales
• Join a fast-growing, forward-thinking team leveraging AI and efficient systems

If you think you are who we are looking for, APPLY NOW!