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Senior Financial Planning Assistant (Team Lead – AU Clients)

Collaborus Inc | Cebu, Philippines | Posted June 27, 2026

Position Overview

About the Role

We are looking for a high-performing Senior Financial Planning Assistant (FPA) to lead and strengthen our financial planning support team for an Australian advisory practice.


This role combines hands-on financial planning work with team leadership responsibilities. You will oversee junior FPAs, ensure quality and consistency of outputs, and take ownership of more complex financial planning tasks and problem-solving.


You will work closely with advisers and are expected to operate with strong accountability, sound judgment, and leadership, particularly in a high-standard and fast-paced environment.


Benefits

  • HMO with dental
  • 13th month pay
  • Transportation & meal allowance
  • 2‑week paid holiday break every December
  • Pioneer team growth opportunities
  • 15 p...

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