Financial Assistant Planner

GoTeam is seeking a Financial Assistant Planner. The duties of the Financial Assistant Planner include processing client files, preparing advice and annual reviews, preparing and submitting Superannuation reports, and assisting Advisers with marketing presentations. 

You will work with an Australian financial services provider who helps business owners and individuals meet their financial objectives by guiding them through wealth management, retirement planning, superannuation, insurance, and estate planning. 

In this position, you will be:  

Implementing of Advice Planner. Handling client files and preparing reports. Ensuring compliance with advice, superannuation fund, life insurance, and endowment policy requirements. Analyzing and preparing client briefings for review by financial advisers. Supporting the Advisers by assisting with an annual review of advice plans. 

Some nice-to-have skills and qualifications:  

Must know about Australian Superannuation and Self-Managed super funds. Must have excellent client interaction skills. Must have experience in Financial Planning Administration. This is a pivotal role and requires someone meticulous, switched-on, and 100% client-focused. Accounting knowledge is a plus but not a must. Preferably with experience in lodgment and implementation of Advice, processing client files, and preparing reports. Preferably experienced in supporting Australian Financial Advisers by assisting with annual reviews, super, investments, and insurance research in preparation for the review process. 

Your Benefits:    

Dual-monitor PC setup or laptop for your home.    7 Habits of Highly Effective People Training    Your copy of “The 7 Habits of Highly Effective People” and “Little Black Book for Stunning Success.”      Exceed Institute – Training and tools to help you navigate life and build a rich and connected family life.    HMO coverage from the start date for you and one dependent for free. P200K coverage, a private room, and P10K reimbursement for medications. You may enroll up to 4 additional dependents.    24/7 access to counseling support for mental health. Our Employee Assistance Program (EAP) will help you thrive amid parenting challenges, stress, or relationship issues.    Free legal advice and financial consultations are also part of the EAP.    P1,000,000 Life Insurance coverage    10 days leave (Year 1), rising to 15 days leave after Year 1    Welcome gift on your first day    Monthly Discover You lunch (CEO presentation, leadership training, Values Awards)    Monthly gratitude celebrations & Prizes (Trivia, Talent Night, Personal Development, Acoustic Nights)    Welcome Tea with the CEO and work anniversary celebrations    P10K referral bonus, plus a chance to win a trip for 2 to Bali, Indonesia    Free coffee for our office-based team    

Your Family’s Benefits (Yes, that’s right, we care about your family): 

24/7 access to confidential counseling support for mental health for 4 family members. Our Employee’s Family Assistance Program (EFAP) will help your loved ones thrive amid personal issues.    Free legal advice and financial consultations for 4 family members, as part of the EFAP.    Free Telemedicine for 4 family members     Personal invites for your family members to our monthly virtual events (and yes, they can win prizes, too)    Project Next Generation – online schooling support for your children, nieces, nephews, and cousins    P10K referral bonus for your family members    

Our Story   

In 2014, our CTO and Founder, Matt Kesby, started Go-Virtual Assistants (GO-VA) with one full-time member. The following year, CEO Fiona Kesby moved to Cebu to be onsite as the company scaled. She emphasizes that the best way to attract talent is to take exceptional care of them.   

In 8 years, GoTeam has grown its client base to business owners from Australia, the U.S., U.K., and Singapore, among others. Working with highly skilled and motivated team members in GoTeam gives these businesses all the benefits of outsourcing and offshoring without any complications and additional costs of starting their own office locally.    

The warmth and welcoming culture of GoTeam starts from Day 1, with our Chief Happiness Officers providing each new team member with a Welcome Kit. HMO Coverage for yourself and 1 dependent also kicks in on Day 1.  

Among GoTeam’s core values are Discovery and Humility. (The overarching one is Care.) Fiona exemplifies leading by these values by consistently encouraging team members to read and discover new skills, industry best practices, and advice for leadership, self-care, and growth.   

Monthly “Discover You” events are being held to ensure that the entire company is up-to-date with current developments, celebrate wins from the previous month, and acknowledge team members who have impacted their clients’ businesses and exceeded expectations. 

At GoTeam, no team member is left behind. Everyone is heard and made to feel that they truly belong.   

Learn more about Our Culture here:  https://go.team/ph/our-culture/