AU Financial Planning Associate Adviser/Jr. Paraplanner

2 weeks ago


Cebu City, Central Visayas, Philippines VA Platinum Pty Ltd Inc. Full time
AU Financial Planning Associate Adviser/Jr. Paraplanner (XPlan) w/ 20K Sign-On

Looking to continue your career in AU Financial Planning?
Are you proficient in XPlan?
Enjoy doing Financial Planning implementation, handling SoAs, and Cashflow Modelling?

Unlock your financial potential with our client, a leading comprehensive advisory firm specializing in all aspects of wealth management. Access specialised tactics, well-versed direction, and unmatched support from our reliable partner. Improve your future by getting hired by us now

About the Role:

You will support our Australian Financial Planning client and their business 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 completed 2 years in college (any course).
  • With at least 2 years of solid experience supporting an Australian Financial Planning business as a Financial Planning Admin and with at least 1 year as a Paraplanner.
  • Prior experience with Records of Advice (ROA) and Statements of Advice (SOA)
  • With solid experience using Xplan and its respective modules
  • Experience in Investment and/or Insurance Implementation
  • With workflow management experience
  • Excellent verbal and written communication skills and strong research skills
Tasks and Responsibilities:
  • Implementation of Advice
  • Preparation for Records of Advice (ROA) and Statements of Advice (SOA)
  • Gathering, organising, confirming, and preserving all required client work documents and data
  • Prepare application forms and follow up on their progress directly with product providers.
  • Utilise the CRM to manage, examine, and update client data.
  • Create and evaluate policy schedules and investment reports.
  • Assist the advisor with creating recommendations.
  • Coordinate with different entities to complete research to back financial planning recommendation
  • HMO coverage on Day 1 of employment for you and 2 dependents and we include dental coverage.
  • 2-week paid Christmas 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 dayshift schedule Wake up to the sunrise and wind down as the sun sets.
We have a virtual recruitment process. What you need:
  • Stable Internet Connection (at least 10 Mbps)
  • Laptop or PC w/ Webcam

--

About VA Platinum:

VA Platinum is a leading, fast-growing offshore staffing solution for Australian small and medium businesses.

VA Platinum recruits, trains, and manages virtual assistants (VAs) to support Australian business owners in reaching their full potential. By providing cost-effective VAs in the Philippines, we help business owners reduce salary costs, free up time, and achieve their purpose. At the same time, we enable our staff in the Philippines to live better lives.

We are not your average Virtual Assistant provider in the Philippines. Everything we do focuses on being extraordinary from our superstar staff to our business coaching services, our culture, and our impressive systems.

Other Cebu-Based Career Opportunities:
  • Financial Planning Virtual Assistants (VAs)
  • Mortgage Broking VAs
  • Virtual Assistants
  • Executive Assistants
  • Digital Marketing Specialists
  • Digital Marketing Specialists
  • Mortgage Parabrokers (anywhere in the PH)
Your application will include the following questions:

What's your expected monthly basic salary?

How many years' experience do you have as a Financial Planning Role?

How much notice are you required to give your current employer?

Information & Communication Technology

We are an Australian-owned and managed contact centre based in the Philippines, working exclusively with businesses in Australia. We help financial planners free up their time, grow their businesses, and save money. We have developed teams of support staff in the Philippines which have enabled the owners and advisers to focus on serving clients and growing business.

VA Platinum exists to help Australian business owners reach their full potential – in business and in life. By providing cost-effective virtual assistants in the Philippines, we help business owners release the shackles, free up time, and achieve their purpose. At the same time, we enable our staff in the Philippines to live a better life.

We are an Australian-owned and managed contact centre based in the Philippines, working exclusively with businesses in Australia. We help financial planners free up their time, grow their businesses, and save money. We have developed teams of support staff in the Philippines which have enabled the owners and advisers to focus on serving clients and growing business.

VA Platinum exists to help Australian business owners reach their full potential – in business and in life. By providing cost-effective virtual assistants in the Philippines, we help business owners release the shackles, free up time, and achieve their purpose. At the same time, we enable our staff in the Philippines to live a better life.

Don't provide your bank or credit card details when applying for jobs.

Researching careers? Find all the information and tips you need on career advice.

#J-18808-Ljbffr

  • Cebu City, Central Visayas, Philippines VA Platinum Pty Ltd Inc. Full time

    WE ARE HIRING PARAPLANNERS ENJOY A SIGN-ON BONUSDo you have experience as a Paraplanner supporting an Australian Financial Planning company?Are you proficient in either XPlan or AdviserLogic?Are you proficient in preparing compliant Statements of Advice (SoAs)?If it's a "YES" to these questions, join us as a Paraplanner and be at the heart of our financial...


  • Cebu City, Central Visayas, Philippines Finnacle Finance Pty Ltd Full time

    Senior Paraplanner aiming to be a Paraplanning Manager - 100% RemoteBe part of our fast-growing company and find the best opportunities to level up your careerWhat we offer:100% Remote roleHigh compensation package15 days leave + 2 weeks paid Christmas break annuallyAdditional days off on Australian holidaysHealth insurance (HMO)Performance bonusLearning...


  • Cebu City, Central Visayas, Philippines AJ Financial Planning Full time

    We are seeking a recent junior financial officer to join our Financial Planning Firm.Task & Responsibilities:Providing support to our finance team for the Financial Planning firmKey Responsibilities will include:Daily reconciling all transactions with supporting documentation in Xero and Adviser LogicPreparing and distributing the monthly fee disclosure...


  • Cebu City, Central Visayas, Philippines VA Platinum Pty Ltd Inc. Full time

    Looking to continue your career in AU Financial Planning?Are you proficient in XPlan?Have an interest in implementation advises and preparing RoAs?If you're committed to growing your career in AU Financial Planning, we want youAbout the Role:You will support our Australian Financial Planning clients and their businesses directly. Our clients are seeking the...

  • Financial Adviser

    2 weeks ago


    Lapu-Lapu City, Central Visayas, Philippines Manulife Philippines Full time

    HIRING FULL-TIME FINANCIAL ADVISERS Compensation: Experience Unlimited IncomeP25, ,000 fixed allowance per month Commissions Monthly Bonus Travel Incentives Opportunities for passive income Freedom of timePart-timers are also welcome to apply


  • Cebu City, Central Visayas, Philippines Manulife Insurance Malaysia Full time

    Financial Sales Associate (Cebu) page is loaded Financial Sales Associate (Cebu) Postuler locations Cebu City, Cebu time type Temps plein posted on Publié hier job requisition id JR Nous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre...

  • AU Tax Accountant

    2 weeks ago


    Cebu City, Central Visayas, Philippines Manpower Core Group Inc. Full time

    Tax Accountant CEBUWith more than 8,000 professionals across 12 delivery centers in the Philippines, we remains the country's largest provider of offshoring solutions. AU Tax Accountant, be 100% YOU Join our multinational network of accounting firms, forming the sixth-largest accountancy professional services network in the world by revenue.An AU Tax...


  • Cebu City, Central Visayas, Philippines WizeTalent Full time

    WFH in the PH as an AU Senior AccountantAbout the job WFH in the PH as an AU Senior AccountantAbout our clientOur clientbelieve in fostering a culture of growth, outstanding service, and high quality of work. When you join their team, you become part of a dynamic environment where your contributions are valued, and your professional development is...

  • AU Tax Accountant

    2 weeks ago


    Cebu City, Central Visayas, Philippines Manpower Core Group Inc. Full time

    Tax Accountant - CEBUWith more than 8,000 professionals across 12 delivery centers in the Philippines, we remains the country's largest provider of offshoring solutions. AU Tax Accountant, be 100% YOU Join our multinational network of accounting firms, forming the sixth-largest accountancy professional services network in the world by revenue. An AU Tax...

  • AU Loan Processor

    2 weeks ago


    Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time

    Do you have AU Loan processing experience?Used tools like MyCRM, Nexus, Infiniti or FLEX?Want to acquire a Cert IV in Finance and Mortgage Broking?Have an interest in becoming a Parabroker or even a Credit Analyst in the future?If you're committed to growing your career in AU Mortgage Broking and providing a seamless and tailored experience that exceeds...


  • Cebu City, Central Visayas, Philippines WizeTalent Full time

    WFH in the PH as an AU Intermediate AccountantAbout the job WFH in the PH as an AU Intermediate AccountantAbout our client:Our client believe in fostering a culture of growth, outstanding service, and high quality of work. When you join their team, you become part of a dynamic environment where your contributions are valued, and your professional development...


  • Cebu City, Central Visayas, Philippines WizeTalent Full time

    About our company:In operation for over 30 years, Chan & Naylor has been dedicated to assisting clients in optimizing and safeguarding their assets through effective tax management, financial record-keeping, specialized business tax guidance, and the customization of property investment trusts and business frameworks. Our wide range of services play a key...

  • Financial Controller

    2 weeks ago


    Cebu City, Central Visayas, Philippines Manila Recruitment Full time

    This is the perfect career move for someone who is looking for a challenging but rewarding career opportunity being given the chance to create new financial strategies and leverage the whole capabilities of the company to achieve new heights.Company Profile:Our client exists to help Australian business owners reach their full potential - in business and in...


  • Cabanatuan City, Central Luzon, Philippines Manulife Insurance Malaysia Full time

    Financial Sales Associate (Cabanatuan) page is loaded Financial Sales Associate (Cabanatuan) Postuler locations Cabanatuan City, time type Temps plein posted on Publié il y a 8 jour(s) job requisition id JR Nous sommes un fournisseur de services financiers qui s'emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde...

  • Financial Planning

    2 weeks ago


    Cebu City, Central Visayas, Philippines QIMA Full time

    Company DescriptionAt QIMA, we are on a mission to offer our clients smart solutions to make products you can trust.Operating in over 100 countries, we serve the consumer products, food, and life sciences industries and help more than 30,000 brands, retailers, manufacturers, and growers achieve quality excellence.We combine on-the-ground expertise with...

  • Jr. IT Specialist

    2 weeks ago


    Cebu City, Central Visayas, Philippines VA Platinum Pty Ltd Inc. Full time

    Jr. IT Specialist (Office Based - Dayshift) Help Desk & IT Support (Information & Communication Technology) IT Specialist responsibilities include maintaining the computer networking system in an office environment by tracking server activity, performing upgrades of software, maintaining computer hardware, addressing questions about technical problems, and...

  • Medical Admin VA

    2 weeks ago


    Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time

    Looking for a career change?Do you have strong knowledge of medical terminology specifically regarding pathology?Want to be exposed to a different opportunity yet still be in the medical field?Join VA PlatinumAbout the Role:As a Medical Virtual Assistant, your role is to ensure the smooth execution of medical examination and report acquisition procedures for...


  • Cebu City, Central Visayas, Philippines Dover Corporation Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Reporting to the FP&A Team Lead, the FP&A Sr. Specialist is an instrumental part of the Dover Business Services FP&A team. This role will directly support the DII and DPPS Segment FP&A team for its financial analysis...


  • Cebu City, Central Visayas, Philippines Universal Hotels Full time

    Partner with various business units in the planning and execution of annual property-wide budgets.Provide analytic reports in measuring performance indicators, highlighting trends, and comparing against standards and benchmarks.Assist General Accounting and Financial Reporting Team in the review of the monthly financial reports. Provide comparison of actual...

  • HR Associate

    2 weeks ago


    Cebu City, Central Visayas, Philippines Geidi IT Services Inc. Full time

    HR ASSOCIATEOn-Site, w/ occasional WFHAU-based CompanyDay ShiftJoin Our TeamWe are a dynamic group of companies, including an IT MSP, a mobile app company, a cleaning company, and shared services. We seek a proactive HR Associate to join our team. Responsibilities include administrative task monitoring, leading HR software initiatives, and facilitating...