AU Financial Planning Assistant (Implementation - WFH) - w/ SignOn Bonus [S39]

Want to build your career in Australian financial planning? Enjoy working behind the scenes to help deliver quality client advice? Ready to grow your skills in financial planning implementation? Turn your financial planning skills into meaningful client outcomes.

About the Role We’re looking for an Australian Financial Planning Assistant to support the implementation of financial advice and the preparation of key planning documentation. You’ll work with established processes, handle client and advice information accurately, and support the financial planning team with administration while developing your technical knowledge and ability to work independently. Ideal Candidate (Must Have

Requirements) Experience in financial planning implementation. Familiarity with Strategy Sheets, Statements of Advice (SOAs), Records of Advice (ROAs), and related financial planning documentation. Strong attention to detail and accuracy when handling client and advice information. Ability to follow established processes and learn new workflows quickly. Strong organisational and time management skills.

Good analytical skills with the ability to work accurately with financial and client information. Ability to work independently while collaborating effectively with the financial planning team. Strong teamwork and communication skills. Willingness to support other financial planning administration tasks as required. Proficient in Microsoft Office and comfortable working with financial planning systems and documentation.

Preferably, can work onsite in either of our Cebu (IT Park) or Davao (Robinsons Cybergate Delta) offices but open to WFH candidates as well. Tasks and

Responsibilities Support the implementation of financial planning strategies and advice. Prepare and maintain Strategy Sheets, SOAs, ROAs, and related documentation. Accurately process client and advice information in accordance with established procedures. Review documentation to ensure information is complete, accurate, and consistent. Follow established implementation workflows and complete required administrative tasks.

Assist with maintaining accurate client records and supporting documentation. Coordinate with financial planners and other team members to progress implementation activities. Support additional financial planning administration tasks as required. Identify discrepancies or missing information and follow up with the appropriate team members. Maintain organised files and documentation while meeting required deadlines.

Continue developing knowledge of financial planning processes, systems, and implementation procedures. 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 day shift schedule! Wake up to the sunrise and wind down as the sun sets. We have a virtual recruitment process.

What you need Strong and Stable Internet Connection for uninterrupted video interviews Laptop or PC with Webcam for online assessments and interviews -- About VAP VAP 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 Team Manager - Client Facing #J-18808-Ljbffr. Compensation: 279 - 469.