Australian Financial Planning Admin | Day Shift ROA Prep

VAP (VA Platinum) | Outsourcing Experts; Philippines; Hybrid; PHP 335,000 - 670,000; Full time

Benefits offered by this job

2-week paid Holiday Break

Fixed weekends off

Day shift schedule

Job summary

VA Platinum is seeking an Australian Financial Planning Admin to support Australian Financial Planning clients from the Philippines. You will train and grow with the business, with guidance and team support provided.

Work onsite in Cebu or from home with a conducive setup, and enjoy structured weekends off and a day-shift schedule. Join a fast-growing offshore staffing firm that serves AU/ NZ clients, delivering ROA prep, CRM management, and implementation support within a collaborative team

Qualifications

• Completed at least 2 years of tertiary education in any discipline.
• Experienced in supporting an Australian Financial Planning business in the role of Financial Planning Administrator.
• Experience with CRMs, preferably Adviser Logic or Xplan.
• Knowledge of investment and/or insurance implementation processes.
• Prior experience preparing Records of Advice (ROA).
• Strong workflow management skills, with attention to detail and organisation.
• Excellent verbal and written communication skills, with strong research and problem-solving abilities.
• Amenable to working onsite in our Cebu Site (IT Park, Cebu City) or with a conducive workspace at home.

Responsibilities

• Assist in the implementation of financial advice and client strategies.
• Prepare and review Records of Advice (ROA) to ensure compliance and accuracy.
• Collect, verify, and maintain all necessary client information and work papers.
• Prepare application forms and liaise directly with product providers to ensure timely processing.
• Maintain and update client records in CRM systems.
• Prepare and review investment reports, policy schedules, and other client documentation.
• Coordinate with internal teams and external entities to support research and financial planning recommendations.
• 2-week paid Holiday Break.
• Fixed weekends off (Saturday and Sunday).
• Take advantage of working the day shift schedule! Wake up to the sunrise and wind down as the sun sets.

Skills

CRM systems

Adviser Logic

Xplan

ROA preparation

Investment/Insurance implementation

Communication skills

Attention to detail

Research and problem-solving

Education

2+ years tertiary education

Job description

VA Platinum is seeking an Australian Financial Planning Admin to support Australian Financial Planning clients from the Philippines. You will train and grow with the business, with guidance and team support provided.

Work onsite in Cebu or from home with a conducive setup, and enjoy structured weekends off and a day-shift schedule. Join a fast-growing offshore staffing firm that serves AU/ NZ clients, delivering ROA prep, CRM management, and implementation support within a collaborative team