Australian Financial Planning Assistant

VAP (VA Platinum) | Outsourcing Experts; Philippines; Hybrid; PHP 279,000 - 468,720; Full time

Benefits offered by this job

2-week paid holiday break

Fixed weekends off (Sat/Sun)

Day shift schedule

Job summary

VA Platinum is seeking an Australian Financial Planning Admin to support Australian clients from the Philippines, working with XPlan or Adviser Logic, assisting ROA preparation and implementing financial advice with accuracy and compliance.

You can be onsite in Cebu IT Park or work from home with a conducive setup. Strong communication and detail orientation are essential as you assist the senior team and coordinate with product providers.

Qualifications

• Completed at least 2 years of tertiary education in any discipline.
• Experience 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 Cebu City or with a conducive workspace at home.

Responsibilities

• Assist in implementing financial advice and client strategies.
• Prepare and review ROAs for compliance and accuracy.
• Collect, verify, and maintain 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 documents.
• Coordinate with internal teams and external entities to support research and recommendations.
• Note: 2-week paid holiday break and fixed weekends off, day shift schedule.

Skills

CRM knowledge

Adviser Logic

XPlan

ROA preparation

research & problem solving

workflow management

verbal & written communication

Education

Two years of tertiary education

Tools

Adviser Logic

XPlan

Job description

Looking to continue your career in AU Financial Planning?

Are you proficient in XPlan/AdviserLogic?

Have an interest in implementation advice and preparing RoAs?

Grow your career with us!

About the Role

As an Australian Financial Planning Admin, you will support our Australian Financial Planning clients and their businesses directly. Our clients are seeking the next set of superstars to train and grow alongside their businesses. Work alongside their existing senior team members at VA Platinum! Guidance, training, and team support are provided to the new team members.

Ideal Candidate (Must Have Requirements)

• 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.

Tasks and 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. 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

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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

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