Financial Planning Assistant
@ Wealthlabplus

Hybrid
$70,000
Hybrid
Full Time
Posted 4 days ago

Your Application Journey

Personalized Resume
Apply
Email Hiring Manager
Interview

Email Hiring Manager

XXXXXXXXX XXXXXXXXX XXXXXXXXXX****** @wealthlabplus.com
Recommended after applying

Job Details

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
Apply without a personalized resume

How to Get Hired at Wealthlabplus

🎯 Tips for Getting Hired

  • Research Wealthlabplus culture: Study mission, values, and team insights.
  • Customize your resume: Highlight financial planning and CRM skills.
  • Prepare examples: Showcase attention to detail and research ability.
  • Practice remote communication: Demonstrate effective virtual teamwork.

📝 Interview Preparation Advice

Technical Preparation

Review CRM software usage.
Learn basics of AI tools.
Study investment strategy fundamentals.
Practice data entry accuracy.

Behavioral Questions

Describe a time you worked remotely.
How do you manage priorities under pressure?
Give an example of detailed organization.
Explain adapting to new tools quickly.

Frequently Asked Questions