Australian Financial Planning Admin

3 days ago

Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱40,000 - ₱60,000 per year

Looking to continue your career in AU Financial Planning?

Are you proficient in XPlan?

Have an interest in implementation advise and preparing RoAs?

Grow your career with us
About the Role

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)
  • 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 Client Services Officer, Financial Planning Administrator, or Paraplanner)
  • Preferably with experience using various CRM, preferably Adviser Logic and Xplan
  • Experience in Investment and/or Insurance Implementation
  • Prior experience with Records of Advice (ROA)
  • With workflow management experience
  • Excellent verbal and written communication skills and strong research skills
  • Employee work setup will be dependent on the client's discretion
Tasks and Responsibilities
  • Implementation of Advice
  • Preparation for Records of Advice (ROA)
  • Collecting, preparing, verifying, and maintaining all necessary client work papers and information
  • Prepare application forms and follow up on their progress directly with product providers.
  • Manage, review, and update client data in the CRM
  • Prepare and review investment reports and policy schedules
  • Coordinate with different entities to complete research to back financial planning recommendations
Industry-leading benefits
  • HMO w/ Dental Coverage + Dependents
  • 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 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 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
  • General Admin VAs
  • Digital Marketing Specialists
  • AU Accountants/Bookkeepers
  • Financial Planning VAs
  • Mortgage Broking VAs
  • Mortgage Parabrokers (anywhere in the PH)
  • Paraplanners
  • Executive Assistants
  • Operations Manager - Client Facing

  • Financial Planning Implementation Admin

    1 day ago

    Cebu City, Central Visayas, Philippines AKCL & Partners Full time ₱900,000 - ₱1,200,000 per year

    We are a dynamic and rapidly growing financial services firm. With a focus on excellence, integrity, and client satisfaction, we strive to deliver unparalleled advice for our clients. We receive a steady stream of referrals from our advice partners.Job Description:We are seeking a highly skilled and motivated Financial Adviser Implementation Admin to join...

  • Australian Mortgage Broking Admin

    3 days ago

    Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱40,000 - ₱60,000 per year

    Do you have Australian end-to-end Loan processing experience?Used tools like MyCRM, Nexus, Infinyty or FLEX?Have an interest in becoming a Parabroker or a Credit Analyst in the future?If you're committed to growing your career in AU Mortgage Broking, we want youAbout the roleThe Mortgage Broking Admin involves managing client documentation, supporting loan...

  • Australian Paraplanners

    7 days ago

    Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱40,000 - ₱60,000 per year

    Do 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)?Be at the heart of our financial planning teamAbout the RoleAs a Paraplanner, you will focus on comprehensive research, report preparation, and...

  • Contract Administrator – Australian Real Estate

    3 days ago

    Angeles City, Central Luzon, Philippines Admin 24 seven Full time ₱400,000 - ₱600,000 per year

    Contract Administrator – Australian Real Estate (Strata/Property Management)Angeles, Pampanga – Onsite | Full-time | DayshiftWe're hiring a Contract Administrator to support our Australian property and strata management operations. The role focuses on preparing, issuing, and managing management contracts, ensuring compliance, accuracy, and smooth...

  • Australian Paraplanners

    7 days ago

    Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱300,000 - ₱450,000 per year

    Do 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)?Be at the heart of our financial planning teamAbout the RoleAs a Paraplanner, you will focus on comprehensive research, report preparation, and...

  • Australian Paraplanners

    6 days ago

    Cebu City, Central Visayas, Philippines VA Platinum Full time ₱90,000 - ₱120,000 per year

    Do 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)?Be at the heart of our financial planning teamAbout the RoleAs a Paraplanner, you will focus on comprehensive research, report preparation, and...

  • Australian Accountants

    3 days ago

    Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱1,200,000 - ₱2,400,000 per year

    Are you proficient with Australian tax returns?Do you have a strong command of Xero accounting software?Elevate your career with us and contribute to financial success. Ready to apply?Join VA Platinum as an AU AccountantAbout the RoleAs an Australian Accountant, you will play a key role in managing financial records, ensuring compliance with Australian...

  • Australian Accountant

    3 days ago

    Angeles City, Central Luzon, Philippines Australian Outsource Desk Inc. Full time A$60,000 - A$80,000 per year

    Accountant – Australian Account (Office-based)Location: Sto. Domingo, Angeles CityEmployment Type: Full-time, Office-based, Day ShiftAbout the Role:We are looking for a highly motivated and detail-oriented Accountant to join our growing team. This role offers the opportunity to work closely with Australian clients and provide a wide range of accounting...

  • Australian Bookkeeper

    6 days ago

    Cebu City, Central Visayas, Philippines VA Platinum Full time ₱1,200,000 - ₱2,400,000 per year

    Do you possess Australian bookkeeping expertise and are proficient in XERO?Do you have a background in accurate GST reporting and BAS/IAS preparation and/or lodgements?Are you seeking to learn taxation (ITR Preparation, etc.)?Join VA Platinum nowAbout the RoleAs an Australian Bookkeeper, you'll be responsible for the full charge bookkeeping process,...

  • Australian Tax Specialist

    3 days ago

    Angeles City, Central Luzon, Philippines Australian Outsource Desk Inc. Full time ₱468,000 - ₱780,000 per year

    Tax Accountant – Australian Account (Office-based)Location: Sto. Domingo, Angeles CityEmployment Type: Full-time, Office-based, Day ShiftAbout the Role:We are looking for a highly motivated and detail-oriented Accountant to join our growing team. This role offers the opportunity to work closely with Australian clients and provide a wide range of accounting...