Financial Planning Virtual Assistant (AU Financial Planning)

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: TYPE OF WORK

Full Time

: SALARY

N/A

: HOURS PER WEEK

40

: DATE UPDATED

Sep 3, 2026

JOB OVERVIEW

We are seeking an experienced Financial Planning Virtual Assistant with a minimum of 1-2 years' Australian financial planning administration experience to support an Australian Financial Adviser.

This is a full-time, remote work-from-home position (40 hours per week, Monday to Friday) open exclusively to Philippines-based applicants.

Key responsibilities include:

- Managing adviser and provider emails
- Preparing review documents, meeting packs, and file notes
- Maintaining client records and generating Fact Finds and reports
- Preparing fee consents, fee renewals, and implementation paperwork
- Coordinating paraplanning requests and lodgements
- Assisting with rollovers, TPAs, insurance applications/quotes, and investment switches
- Monitoring outstanding tasks and providing daily updates

Requirements:

- At least 2 years' experience in Australian financial planning administration
- Strong attention to detail and ability to work independently
- Experience with financial planning implementation and compliance processes
- Familiarity with various insurance and super/investment platforms/providers
- Paraplanning knowledge is an advantage

How to Apply:

Apply through OnlineJobs by attaching your resume, or email your resume to ---------- with "Financial Planning Virtual Assistant" in the subject line.

SKILL REQUIREMENT

Financial Planning Virtual Assistant

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Financial Planning Virtual Assistant (AU Financial Planning)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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