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Financial Planning Associate Advisor Join to apply for the Financial Planning Associate Advisor role at AS White Global The Opportunity Our partner, a leading Australian financial services firm known for its deep client focus and commitment to best‑practice financial advice, is hiring for Financial Administrator This organization specializes in providing advice to self‑employed professionals and small business owners, who have a desire to protect their families, their business and their income. They advocate and embrace a goals and objectives‑based financial planning process to provide clients with tailored and holistic financial advice. We are looking for a highly capable Financial Planning Associate Adviser who will be instrumental in supporting a Senior Financial Advisor to jointly manage their client base. The successful candidate must be fully competent in financial advice strategies and well‑informed on products, services, and the relevant industry regulations to contribute strategically to client solutions. This role is required to fully report onsite during the first 6 months, then will follow 3x a week onsite, 2x a week working from home. Working hours will follow Australian Business Hours. Key Responsibilities Manage the end‑to‑end development of all advice documents, including Statements of Advice (SOA) and Records of Advice (ROA), ensuring full compliance with prevailing industry regulations and licensee policies. Coordinate the advice implementation stage, which includes completing product applications and assisting clients with necessary forms and supporting documentation. Serve as the primary liaison with external parties on behalf of clients (e.g., Lawyers, Insurers, Fund Managers, Accountants, Mortgage Brokers), managing communication and ensuring seamless coordination. Conduct research on existing and potential replacement products (including product comparisons, insurance analysis, and quoting) to prepare the most appropriate client recommendations. Manage relationships with external paraplanners, including outsourcing complex advice documents, overseeing quality and compliance checks, and managing turnaround times and fee agreements. Proactively manage all internal and external turnaround times and deadlines to ensure the timely delivery of client advice. Provide essential administrative support to Financial Advisors, such as generating insurance quotes and gathering additional research information as needed for advice preparation. Regularly review, understand, and apply Aon Hewitt FA's compliance standards, and maintain up‑to‑date knowledge of the firm's approved products and services list. Complete identified projects to enhance services across the team or wider business. Furthermore, provide essential relief support during team absences (holidays/illness) by taking on additional tasks to ensure continuous operations. Skills, Experience & Qualifications Bachelor’s degree in business/finance discipline or related field; At least 3 years of working experience in Australian Financial Planning; Financial planning, banking or insurance experience to assist with an understanding of delivering advice documents that suit client needs; Experience using Xplan or a similar financial planning software is nice to have; A Diploma/certification in Financial Planning, or similar is a plus; Excellent communication skills; Adapt well to changing priorities, deadlines, and directions; Keen to details. ASW Offers Be part of a Great Place to Work® certified company that's going places Thrive in a dynamic, inclusive, and supportive culture that celebrates collaboration, diversity, and shared success across borders. Enjoy competitive compensation that recognises your skills and contributions. Work with global clients and stakeholders, gaining valuable international exposure. Comprehensive medical benefits to support your well‑being, covering your family member(s). Generous paid leave entitlements, because life outside work matters too. Exciting team outings, company events, and travel opportunities, like our annual overseas trips, unforgettable parties, and more. Collaborate with colleagues across Malaysia, Vietnam, the Philippines, and Australia, expanding your global perspective. Ongoing training and career development tailored to your role and the industry. Seniority Level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at AS White Global by 2x Manila, National Capital Region, Philippines Pasig, National Capital Region, Philippines Makati, National Capital Region, Philippines National Capital Region, Philippines Taguig, National Capital Region, Philippines URGENT HIRING: FINANCIAL WEALTH PLANNERS (Full‑time and Part time positions available) Financial Planning & Analysis Associate - MariBank Relationship Associate - Wealth Management Financial Planning & Analysis Sr. Associate Hybrid Financial Consultant (Also open for part time Flexi hours) #J-18808-Ljbffr