Financial Planning Assistant ( Junior and Senior Roles )

Aureusfinancial; Philippines; On-site; PHP 781,200 - 837,000; Full time

Benefits offered by this job

Supportive Australian team

Opportunities for growth

Job summary

A growing financial planning firm is seeking a Case Manager based in the Philippines to support advisers and clients. The role involves client communication, preparation of financial documentation, and ensuring compliance. Ideal candidates will have a background in financial planning administration and excellent organizational skills. This position offers a salary of PHP 70,000 to 75,000 per month and opportunities for growth within the company.

Qualifications

• Experience in financial planning administration required.
• Confident in speaking with clients and team members.
• Highly organized with attention to detail.

Responsibilities

• Support financial advisers with client preparation and documentation.
• Communicate directly with Australian clients to address their queries.
• Assist in preparing Statements of Advice and reviews.
• Ensure compliance of files and systems are updated.

Skills

Financial planning administration

Client communication

Organizational skills

Quick learner

Tools

Xplan

Job description

Confident, Outspoken, and Ready to Own Your Role? We Want You.

You are not the type to sit quietly and wait for instructions. You see what needs doing and you do it. You communicate clearly, follow up relentlessly, and take pride in getting things right.

Aureus Wealth Advisers is a growing Australian financial planning firm. We are hiring a Case Manager based in the Philippines to support our advisers, paraplanners, and clients. This is a hands‑on role for someone who wants real responsibility and genuine impact.

What You Will Do:

• Support financial advisers with client preparation, documentation, and follow‑up
• Communicate directly with Australian clients to answer queries and collect documents
• Assist with preparing Statements of Advice, annual reviews, and strategy papers
• Track advice implementation from start to finish
• Keep files compliant and systems updated
• Coordinate with product providers to resolve pending applications

We Will Measure Success By:

• Data accuracy of 90% or higher
• Implementation completed within agreed timeframes
• Positive feedback from advisers, Directors, and clients
• All compliance and regulatory deadlines met

You Are Perfect For This If You:

• Have experience in financial planning administration
• Are confident speaking with clients and team members
• Love being organised and hate loose ends
• Want to grow with a company that values results over busywork
• Are familiar with Xplan or willing to learn quickly

Salary and Perks:

• PHP 70,000 to 75,000 per month
• Work with a supportive, no‑nonsense Australian team
• Opportunity to grow as the business scales

How to Apply:

Send your CV and a short Loom video introducing yourself. Tell us why you are the right person for this role and what makes you stand out.