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

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

20 Aug
|
Leading
|
Brighton

20 Aug

Leading

Brighton

• 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 solid 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
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📌 Financial Planning Assistant for a Financial Services Company in Australia (Home Based Part Time) (Brighton)
🏢 Leading
📍 Brighton

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