Australian Financial Planning Admin

5 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

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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

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