Financial Planning Assistants (with Training) - (Onsite - Dayshift)

Posted 24d ago

Do you want to be a team member who works directly with an Australian client?
But have administrative, finance, accounting, or insurance experience? 

Join our Financial Planning Academy and get free training!

About the Role

Our clients are looking to hire Australian Financial Planning Assistants, thus our academy offers a 6-week training course before you work with clients. Training involves theoretical and practical experience to help you succeed. Get to know everything about your future career!
This is a full-time role even during training; full salary and benefits + assurance that clients are waiting after your training!

Great perks: Dayshift schedule, full group classroom training, excellent trainers, full salary and employee benefits, HMO, and 100% guidance even after you get assigned a client! 

Ideal Candidate (must have requirements)

  • Completed at least 2 years in college. College graduates are preferred.
  • At least 2-3 years of solid work experience in:
    Insurance, Finance, Accounting, Administrative or Back Office roles, Customer Service (for Travel or Finance Accounts), Teaching or ESL, Engineering, Business Administration or Commerce, or any administrative and finance acumen type of jobs
  • Tech savvy, and open to training (classroom format)
  • Can commit to a long-term career in Australian Financial Planning
  • Able to work onsite (VA Platinum Office in Cebu)
  • Excellent English communication skills
  • Willingness to learn and grow

After training you should be able to

  • Collect, prepare, verify, and maintain all necessary client work papers and information
  • Populate client application forms and follow up on their progress directly with product providers (Insurance, Investments, etc.)
  • Manage, review, and update client data in the clients' software
  • Prepare and review investment reports and policy schedules
  • Coordinate with different entities to complete research to back financial planning recommendation
  • Implementation of financial model

Industry-leading benefits

  • HMO w/ Dental Coverage + Dependents
  • 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 and New Zealand small and medium businesses. We recruit and manage virtual assistants (VAs) to empower business owners to achieve their goals. At the same time, we create meaningful opportunities for our staff in the Philippines to lead better lives.

We pride ourselves on having a supportive and collaborative team. We value energy, candid communication, and a high-performance work environment. We are looking for someone who fits well into this culture and can contribute positively to our team's dynamic.

Other Cebu-Based Career Opportunities:

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

Company profile

Information & Communication Technology101-1,000 employees

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.

Perks and benefits
Medical
Miscellaneous allowance
Government Mandated Benefits

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