Australian Financial Planning Admin – Onsite in Davao

VAP; Davao City; On-site; PHP 223,000 - 357,000; 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 in the Philippines seeks an experienced Australian Financial Planning Admin to support Australian Financial Planning clients and their businesses. You will assist in implementing financial advice, preparing ROAs, and maintaining client records in CRM systems.

The role is onsite at our Davao Office (Robinsons Cybergate Delta) with guidance and training to grow alongside senior team members. Strong communication and CRM experience with Adviser Logic or Xplan are valued.

Qualifications

• Completed at least 2 years of tertiary education in any discipline.
• Experienced in supporting an Australian Financial Planning business as a 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 Davao Office (Robinsons Cybergate Delta).

Responsibilities

• Assist in the implementation of financial advice and client strategies.
• Prepare and review Records of Advice (ROA) for compliance and accuracy.
• Collect, verify, and maintain necessary client information and work papers.
• Prepare application forms and liaise with product providers for 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 recommendations.

Skills

Financial planning administration

ROA preparation

CRM: Adviser Logic

CRM: Xplan

Investment/insurance implementation

Workflow management

Communication skills

Onsite in Davao

Education

2 years tertiary education

Tools

Adviser Logic

Xplan

Job description

VA Platinum in the Philippines seeks an experienced Australian Financial Planning Admin to support Australian Financial Planning clients and their businesses. You will assist in implementing financial advice, preparing ROAs, and maintaining client records in CRM systems.

The role is onsite at our Davao Office (Robinsons Cybergate Delta) with guidance and training to grow alongside senior team members. Strong communication and CRM experience with Adviser Logic or Xplan are valued.