Financial Planning Administrator

Job Description

About Us: Outsourced. ph is a leading ISO-certified Philippines offshore outsourcing company that provides dedicated remote staff to some of the world's leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great Place to Work Certification. We are committed to providing a positive and supportive work environment where all staff can thrive. As an Outsourced staff member, you will enjoy a fun and friendly working environment, competitive salaries, opportunities for growth and development, work-life balance, and the chance to share your passion with a team of over 1,000 talented professionals. Job Summary: The Financial Planning Administrator will be responsible for supporting the financial planning and advisory team with various administrative tasks, including the preparation of new business packs for clients. This is a critical role that requires strong attention to detail and the ability to work efficiently within a compliance-driven environment. Key Responsibilities:

1. Prepare and assemble new business packs for clients, including gathering all necessary documents and forms.
2. Assist with the onboarding of new clients, ensuring all compliance requirements are met.
3. Maintain and update client records and files, both physical and digital.
4. Provide administrative support to the financial planning and advisory team as needed.
5. Liaise with product providers and other third parties to obtain necessary information and documentation.
6. Contribute to the overall efficiency and organization of the financial planning department.

Required Qualifications:

1. Minimum 1-3 years of experience in a similar financial planning or administrative role.
2. Strong understanding of financial services compliance and regulatory requirements.
3. Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
4. Proficient in using office productivity software, such as Microsoft Office suite.
5. Attention to detail and a high degree of accuracy in all work.
6. Excellent communication and interpersonal skills.
7. Ability to work independently and as part of a team.
8. Willingness to learn and adapt to new processes and procedures.

Preferred Qualifications:

1. Prior experience working in a financial advisory or wealth management firm.
2. Knowledge of financial planning software and tools.

Work Schedule:

1. 1:00 PM to 10:00 PM Manila.

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