Australian Financial Planning Admin - w/ 20K SignOn

Looking to continue your career in AU Financial Planning?
Are you proficient in XPlan?
Have an interest in implementation advises and preparing RoAs?

If you're committed to growing your career in AU Financial Planning, we want you!

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 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 with using various CRMs 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

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 recommendation

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• HMO coverage on Day 1 of employment for you and 2 dependents and we include dental coverage.
• 2-week paid Christmas 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 small and medium businesses.

VA Platinum recruits, trains, and manages virtual assistants (VAs) to support Australian business owners in reaching their full potential. By providing cost-effective VAs in the Philippines, we help business owners reduce salary costs, free up time, and achieve their purpose. At the same time, we enable our staff in the Philippines to live better lives. 

We are not your average Virtual Assistant provider in the Philippines. Everything we do focuses on being extraordinary. From our superstar staff to our business coaching services, our culture, and impressive systems.

Other Cebu-Based Career Opportunities:

• Financial Planning Virtual Assistants (VAs)
• Mortgage Broking VAs
• Virtual Assistants
• Executive Assistants
• Digital Marketing Specialists
• Digital Marketing Specialists
• Mortgage Parabrokers (anywhere in the PH)

Your application will include the following questions:

What's your expected monthly basic salary?

How many years' experience do you have as a Financial Planning Role?

How much notice are you required to give your current employer?

VA Platinum Pty Ltd Inc.

Information & Communication Technology

We are an Australian-owned and managed contact centre based in the Philippines, working exclusively with businesses in Australia. We help financial planners free up their time, grow their businesses, and save money. We have developed teams of support staff in the Philippines which have enabled the owners and advisers to focus on serving clients and growing business.

VA Platinum exists to help Australian business owners reach their full potential – in business and in life. By providing cost-effective virtual assistants in the Philippines, we help business owners release the shackles, free up time, and achieve their purpose. At the same time, we enable our staff in the Philippines to live a better life.

We are an Australian-owned and managed contact centre based in the Philippines, working exclusively with businesses in Australia. We help financial planners free up their time, grow their businesses, and save money. We have developed teams of support staff in the Philippines which have enabled the owners and advisers to focus on serving clients and growing business.

VA Platinum exists to help Australian business owners reach their full potential – in business and in life. By providing cost-effective virtual assistants in the Philippines, we help business owners release the shackles, free up time, and achieve their purpose. At the same time, we enable our staff in the Philippines to live a better life.

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