Financial Planning Assistant

About Wealthlabplus

Wealthlabplus is a results-driven financial planning firm focused on providing clarity, confidence, and structure to our clients' financial lives. Specialising in working with well-earning individuals, our passion is to deliver measurable and impactful outcomes through continuous tracking and strategy refinement.

Role: Financial Planning Assistant

This is a full-time, remote role for a Financial Planning Assistant. In this position, you will support financial advisors Phil and Daniel by updating CRMs, creating file notes, conducting research, and ensuring smooth implementation of client-focused plans.

• Assist with administrative tasks and maintenance of client records.
• Utilize AI tools to streamline processes.
• Conduct financial research and update investment strategies.
• Support efficient financial planning operations.

Qualifications

Candidates must have:

• Knowledge of financial planning concepts, investment strategies, and portfolio management.
• Strong attention to detail and organisational skills.
• The ability to work independently in a remote team setting.
• Experience in financial services.

Key skills/competency

• Financial planning
• CRM management
• Research
• Administrative support
• Investment strategy
• Portfolio management
• Attention to detail
• Organisational skills
• Remote work
• AI tools