AU Financial Planning Assistant (Implementation - WFH) - w/ Sign-on Bonus!

VAP; Cebu City; Remote; PHP 391,000 - 580,000; Full time

Benefits offered by this job

HMO w/ Dental Coverage + Dependents

2-week paid Holiday Break

Fixed weekends off (Sat & Sun)

Day shift schedule

Job summary

VA Platinum is seeking an organized Australian Financial Planning Assistant to support daily administration and client workflow management for an Australian financial planning practice. You will handle client paperwork, coordinate tasks between meetings, and ensure timely implementation of advice for onboarding and ongoing reviews using AdviserLogic.

The ideal candidate has hands-on experience with Australian financial planning administration, a clear understanding of client onboarding and

Qualifications

• Experience in Australian financial planning administration or practice support.
• Understanding of financial planning workflows, client onboarding, and advice implementation.
• Hands-on experience with AdviserLogic.
• Experience handling administrative paperwork and coordinating tasks across different stages of the client journey.

Responsibilities

• Handle day-to-day practice administration and financial planning paperwork.
• Manage client workflows and ensure tasks progress between client meetings.
• Complete advice implementation paperwork and administrative requirements once recommendations have been agreed upon.
• Coordinate ongoing implementation tasks arising from client reviews and new client onboarding.
• Monitor outstanding requirements and follow up to ensure tasks are completed accurately and on time.
• Maintain organised client records and workflow updates in AdviserLogic.

Skills

Australian financial planning admin

workflow management

adviserlogic experience

administrative paperwork

Tools

AdviserLogic

Job description

Experienced in Australian financial planning administration?

Skilled at managing client workflows and implementation paperwork?

Confident keeping tasks organised and moving without constant follow-up?

Keep operations organised and client workflows on track.

About the Role

We’re looking for an organised Australian Financial Planning Assistant to support the day-to-day administration and workflow of a financial planning practice. You’ll manage client paperwork, coordinate tasks between meetings, and handle advice implementation activities for new client onboarding and ongoing client reviews using AdviserLogic.

Ideal Candidate (Must Have Requirements)

• Experience in Australian financial planning administration or practice support.

• Understanding of financial planning workflows, client onboarding, and advice implementation.

• Hands‑on experience with AdviserLogic

• Experience handling administrative paperwork and coordinating tasks across different stages of the client journey.

• Strong organisational skills and attention to detail.

• Proactively follow up on outstanding tasks and keep workflows moving.

• Manage competing priorities and work independently.

Tasks and Responsibilities

• Handle day‑to‑day practice administration and financial planning paperwork.

• Manage client workflows and ensure tasks progress between client meetings.

• Complete advice implementation paperwork and administrative requirements once recommendations have been agreed upon.

• Coordinate ongoing implementation tasks arising from client reviews and new client onboarding.

• Monitor outstanding requirements and follow up to ensure tasks are completed accurately and on time.

• Maintain organised client records and workflow updates in AdviserLogic.

Industry‑leading benefits

• HMO w/ Dental Coverage + Dependents

• 2-week paid Holiday Break. Enjoy the season without worrying about your work.

• Fixed weekends off (Saturday and Sunday). Take control of your weekends, relax with loved ones, or indulge in your passions.

• Take advantage of working the day shift schedule! Wake up to the sunrise and wind down as the sun sets.

We have a virtual recruitment process. What you need

• Strong and Stable Internet Connection for uninterrupted video interviews

• Laptop or PC with Webcam for online assessments and interviews

--

About VA Platinum

VAP is a leading, fast‑growing offshore staffing solution for Australian and New Zealand small and medium businesses. We recruit and manage virtual assistants (VAs) to empower business owners to achieve their goals. At the same time, we create meaningful opportunities for our staff in the Philippines to lead better lives.

We pride ourselves on having a supportive and collaborative team. We value energy, candid communication, and a high‑performance work environment. We are looking for someone who fits well into this culture and can contribute positively to our team's dynamic.

Other Career Opportunities

• General Admin VAs

• Digital Marketing Specialists

• AU Accountants/Bookkeepers

• Financial Planning VAs

• Mortgage Broking VAs

• Mortgage Parabrokers (anywhere in the PH)

• Paraplanners

• Executive Assistants

• Team Manager - Client Facing