Financial Planning Virtual Assistant (Full-time, Remote – Philippines)

We’re looking for an experienced Financial Planning Virtual Assistant to support an Australian Financial Adviser. This is a full-time, work-from-home role, 40 hours per week, Monday to Friday. It is open only to applicants based in the Philippines.

What you’ll do:

• Manage the adviser’s inbox and correspondence with product providers
• Prepare review documents, meeting packs and file notes
• Maintain client records and generate Fact Finds and reports
• Run and compare insurance quotes, and prepare like-for-like comparisons for insurance, investments and super
• Prepare fee consents, fee renewals and implementation paperwork
• Coordinate paraplanning requests, rollovers, TPAs, insurance applications and investment switches
• Track outstanding tasks and give the adviser daily updates

What you’ll bring:

• At least 2 years’ experience in Australian financial planning administration
• Product research experience
• Knowledge of implementation and compliance processes
• Familiarity with Australian insurance, super and investment platforms
• Strong attention to detail and the ability to work independently
• A reliable home office and a stable internet connection

How to apply:

You can apply through OnlineJobs with a short cover letter and a link to your latest CV if it is not already linked to your profile.

Alternatively, email your CV and a short cover letter highlighting your Australian financial planning experience to ---------- cc ----------