AU Financial Planning Assistant (Implementation - WFH) - w/ SignOn Bonus [S39]

VAP

Cebu City

Hybrid

PHP 279,000 - 469,000

Full time

14 days+

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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

VAP is seeking an Australian Financial Planning Assistant to support the implementation of financial advice and to prepare key planning documentation. You will follow established processes, handle client data, and assist the planning team with administration while developing technical knowledge.

The role offers the potential to work onsite at Cebu IT Park or Davao Robinsons Cybergate Delta, with openness to remote work. Strong attention to detail and ability to learn new workflows are essential.

Qualifications

> Experience in financial planning implementation.
< Familiarity with SOAs, ROAs and related documentation.
< Strong attention to detail and accuracy with client/advice data.
< Ability to follow established processes and learn new workflows quickly.
< Strong organisational and time management skills.
< Good analytical skills with financial and client information.
< Ability to work independently while collaborating with the team.
< Strong teamwork and communication skills.
< Willingness to support other financial planning administration tasks.
< Proficient in Microsoft Office and financial planning systems.
< Preferably onsite in Cebu (IT Park) or Davao (Robinsons Cybergate Delta) but open to WFH.

Responsibilities

Support the implementation of financial planning strategies and advice.
Prepare and maintain Strategy Sheets, SOAs, ROAs, and related documentation.
Accurately process client and advice information in accordance with established procedures.
Review documentation to ensure information is complete, accurate, and consistent.
Follow established implementation workflows and complete required administrative tasks.
Assist with maintaining accurate client records and supporting documentation.
Coordinate with financial planners and other team members to progress implementation activities.
Support additional financial planning administration tasks as required.
Identify discrepancies or missing information and follow up with the appropriate team members.
Maintain organised files and documentation while meeting required deadlines.
Continue developing knowledge of financial planning processes, systems, and implementation procedures.

Skills

Financial planning implementation

SOA/ROA documentation

Attention to detail

Process adherence

Organisation & time management

Analytical skills

Independent with teamwork

Teamwork & communication

Willingness to admin tasks

MS Office & planning systems

Onsite in Cebu or Davao (WFH possible)

Tools

Microsoft Office

Job description

Want to build your career in Australian financial planning?

Enjoy working behind the scenes to help deliver quality client advice?

Ready to grow your skills in financial planning implementation?

Turn your financial planning skills into meaningful client outcomes.

About the Role

We’re looking for an Australian Financial Planning Assistant to support the implementation of financial advice and the preparation of key planning documentation. You’ll work with established processes, handle client and advice information accurately, and support the financial planning team with administration while developing your technical knowledge and ability to work independently.

Ideal Candidate (Must Have Requirements)

Experience in financial planning implementation.
Familiarity with Strategy Sheets, Statements of Advice (SOAs), Records of Advice (ROAs), and related financial planning documentation.
Strong attention to detail and accuracy when handling client and advice information.
Ability to follow established processes and learn new workflows quickly.
Strong organisational and time management skills.
Good analytical skills with the ability to work accurately with financial and client information.
Ability to work independently while collaborating effectively with the financial planning team.
Strong teamwork and communication skills.
Willingness to support other financial planning administration tasks as required.
Proficient in Microsoft Office and comfortable working with financial planning systems and documentation.
Preferably, can work onsite in either of our Cebu (IT Park) or Davao (Robinsons Cybergate Delta) offices but open to WFH candidates as well.

Tasks and Responsibilities

Support the implementation of financial planning strategies and advice.
Prepare and maintain Strategy Sheets, SOAs, ROAs, and related documentation.
Accurately process client and advice information in accordance with established procedures.
Review documentation to ensure information is complete, accurate, and consistent.
Follow established implementation workflows and complete required administrative tasks.
Assist with maintaining accurate client records and supporting documentation.
Coordinate with financial planners and other team members to progress implementation activities.
Support additional financial planning administration tasks as required.
Identify discrepancies or missing information and follow up with the appropriate team members.
Maintain organised files and documentation while meeting required deadlines.
Continue developing knowledge of financial planning processes, systems, and implementation procedures.

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 VAP

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.

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