Financial Advisor Associate/Assistant

2 weeks ago

Legazpi, Bicol, Philippines Pandr Outsourcing Full time A$80,000 - A$120,000 per year
Streamline client journeys and ensure compliance excellence for Australian financial advice services.
Job Overview

We are seeking a highly organised and detail-oriented Adviser Support & Workflow Coordinator to assist in delivering timely, accurate, and compliant financial advice and investment services. This role covers the full client lifecycle — from onboarding and compliance tracking to document preparation and implementation — leveraging both industry-standard platforms and AI-powered tools. The ideal candidate will have strong experience in Australian financial services, AdviserLogic CRM, and leading wealth management platforms.


Key Responsibilities

Client Onboarding & Scheduling

  • Schedule, confirm, and follow up on client meetings.
  • Prepare onboarding documents, service agreements, and collect KYC information.
  • Enter and update client details in AdviserLogic accurately.
  • Use AI tools to convert audio recordings to diary notes, assist with document creation, and manage follow-ups.

Workflow Management & Compliance

  • Track client cases in AdviserLogic, ensuring deadlines and compliance requirements are met.
  • Maintain digital records for audit purposes.
  • Prepare review documents, meeting packs, and correspondence, leveraging AI-powered tools when appropriate.

Client Service & Communication

  • Prepare diary notes using AI transcription tools.
  • Manage client inquiries via email and follow up on pending matters.
  • Process advice execution, including investment and platform applications.
  • Liaise with investment platforms, super funds, and third-party providers to ensure smooth onboarding and transfers.

Task & File Management

  • Use AdviserLogic and AI-driven trackers to manage tasks and monitor pending actions.
  • Proactively follow up with advisers and third parties on overdue items.
  • Support workflow compliance checks and general administrative duties.

Qualifications

  • Minimum 2 years' experience in adviser support, paraplanning, or virtual assistant role within Australian financial services.
  • Proficiency in AdviserLogic CRM and Microsoft Office Suite.
  • Experience with Australian wealth management platforms (e.g., Netwealth, BT Panorama, HUB24, Macquarie Wrap).
  • Familiarity with AI tools such as ChatGPT, Microsoft Copilot, and transcription tools like
  • Strong written and verbal communication skills in professional English.
  • Knowledge of Australian financial advice compliance (SOA/ROA requirements, privacy regulations).
  • Bachelor's degree in Business, Commerce, Finance, Accounting, or related field (additional certifications in financial planning or compliance preferred).
  • Highly organised, proactive, and able to work independently in a remote environment.

Benefits

  • Healthy, conducive work environment (Great Place to WorkTM – Certified three years in a row)
  • Competitive salary
  • 16 leave credits + all client-based holidays
  • De Minimis/ Allowances (Upon regularization)
  • HMO coverage + dependent
  • Lots of opportunities to enhance your skills, acquire new experiences, work among experts, and grow your career.
  • Exposure to world-class, high-level management from local and international direct supervisors.


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