Financial Planning Assistant for a Financial Services Company in Australia (Home Based Part Time)

• Support the adviser with post\-client meeting administration and documentation

• Research client information and prepare strategy papers for upcoming client meetings

• Complete data entry into financial planning templates and internal spreadsheets

• Transcribe completed fact finds and meeting notes into AdviserLogic

• Prepare and organize client paperwork following adviser sign\-up

• Ensure all documentation meets compliance and quality standards

"}},{"fieldLabel":"Must Haves","uitype":110,"value":"• Previous experience supporting a financial planning or advice practice (essential)
• Strong understanding of financial planning workflows and documentation
• High attention to detail with a strong commitment to quality output
• Experience using AdviserLogic (or a similar CRM system)
• Strong data entry, research, and document preparation skills
• Process\-driven, well organised, and able to follow structured workflows
• Must be residing in the Philippines"},{"fieldLabel":"Home Office Requirements","uitype":110,"value":"Please only apply for this role if you have the following home office requirements:

· Perfectly working headset and webcam
· Stable internet connection of at least 25 Mbps ~ 50 Mbps
· Up to date computer system with a minimum of Windows 10 or later and macOS Monterey (12.0) or later
· Quiet room with no distractions or background noises
· A backup plan if the power goes out or if your internet connection becomes unstable during your shift

Only applicants meeting the strict criteria above will be contacted."},{"fieldLabel":"Connect With Us","uitype":110,"value":"https://virtualcoworker.com.ph
https://virtualcoworker.com/our\-culture
https://www.facebook.com/virtualcoworker
https://www.linkedin.com/company/virtual\-coworker"}],"isMobile":false,"iframe":"true","jobType":"Part time","applyName":"Apply Now!","zsoid":"8208015","FontFamily":"Arial, Helvetica, sans\-serif","jobOtherDetails":[{"fieldLabel":"Work Schedule","uitype":1,"value":"Monday to Friday Between 9:00am\-6:00am Australian Eastern Daylight Time (AEDT)"},{"fieldLabel":"Hours Per Day","uitype":2,"value":"Part Time – 4 hours per day"},{"fieldLabel":"Industry","uitype":2,"value":"Financial Services"},{"fieldLabel":"Work Location","uitype":1,"value":"Home Based \- Philippines"},{"fieldLabel":"City","uitype":1,"value":"Brighton"},{"fieldLabel":"State/Province","uitype":1,"value":"Victoria"},{"fieldLabel":"Zip/Postal Code","uitype":1,"value":"3186"}],"headerName":"Financial Planning Assistant for a Financial Services Company in Australia (Home Based Part Time)","widgetId":"147741000000390320","isJobBoard":"false","userId":"147741000000027001","attachArr":[],"customTemplate":"3","isCandidateLoginEnabled":true,"jobId":"147741000071907031","FontSize":"12","location":"Brighton","embedsource":"CareerSite","logoId":"idwop0ece2fcac21a443ba16938fb832bdc3b"}