Hire top-tier Financial Planning experts

As a Financial Planning Assistant, I mostly do admin work. I support the Business by preparing first hand documents that Financial Planners use. Additionally, I prepare forms & documents for the clients, depending on what they need. I handle inbound and outbound calls, setting up appointments using Outlook calendar and Calendly.

A highly motivated and detail-oriented accounting professional with over 20 years of experience in various industries, seeking a challenging role where extensive ability in financial management can drive company success. Proven ability to keep correct financial records, streamline accounting processes, and provide insightful financial analysis to support strategic decision-making. Proficient in using accounting software such as Xero, QuickBooks, and SAP. Possesses strong analytical, problem-solv

I'm Joseph Tuawin a CPA in the Philippines, dedicated and detail oriented professional with over 17 years of experience in various Accounting and Finance functions. I specialized in Financial Planning Analysis doing budgeting and forecasting models and variance analysis. I have extensive experience with multiple finance tools and applications. Also, have advance Microsoft Excel skills. Let's work together and achieve your goals.

Dynamic professional providing comprehensive support to Authorised Financial Advisers. Serving as the primary point of contact for clients, I excel at building strong relationships and responding to queries in a timely, professional manner. Skilled in scheduling client appointments and preparing review documents, including detailed investment review materials for meetings. Proficient in completing and lodging insurance, investment, and superannuation application forms while assisting my financia

I have completed the Advanced Diploma of Paraplanning (RG164) for Paraplanners consisting both practice (XPLAN) and theory. I also completed the training for Financial Planning Assistant which involves updating client information in XPLAN, calling product/fund providers, doing admin staffs, and SOA/ROA Implementation.

I do a variety of tasks with my current work as a Financial planning assistant. My task varies from clearing client support inbox, clearing personal inbox, forms preparation for meetings, fee forms preparations for various super funds, product research, data entry, executing trades in various super funds, monitoring adviser inbox, processing documents for electronic signature, process signed documents, update client information in the database, create a profile for a client in the database.

Results-driven finance professional with a proven track record in strategic financial planning and analysis. Expertise in forecasting, budgeting, and driving data-driven decisions to optimize financial performance. Ready to elevate your team with precision and insight.

With a foundation in project management, data analysis, and client relations, I bring a unique blend of analytical thinking and customer-centric focus to my work. I excel at communication and leadership, honed through roles in team supervision and financial planning, where I consistently aimed to improve performance and enhance client satisfaction. I’m proficient with key tools like Salesforce, Xplan, and MS Office, allowing me to streamline processes and deliver high-quality results. Above all,

I am a consistent Top Performer in my team because I know how to manage my time properly. I am highly trainable and flexible. I am very keen when it comes to details, very reliable and hardworking.

With 7 years of experience in accounting and over 2 years in financial planning, I have honed a variety of skills, including analytical thinking, problem-solving, and data analysis. My 9+ years in both fields have also enhanced my customer support abilities, allowing me to effectively and professionally handle diverse customer personalities.I am adaptable and flexible, able to adjust my activities and priorities to meet new demands, and I excel in collaborating and communicating with