AU Financial Planning Admin
On-site (either IT Park Cebu / Robinsons Cybergate Delta Davao) or WFH
About the Role
As an Australian Financial Planning Administrator, 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 VAP! Guidance, training, and team support are provided to the new team members.
Ideal Candidate (Must Have Requirements)
- 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 CRM 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
- Employee work set-up will be dependent on the client’s discretion
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
Discover More Openings
Didn’t find the right role yet? Check out more opportunities waiting for you.
Senior Recruitment Sourcing Specialist
Internal Job Position
We’re looking for an experienced Senior Sourcing Specialist to build and maintain strong applicant pipelines for multiple roles across businesses and clients in Australia. You’ll combine sourcing, market research, channel performance, and data analysis to support high-volume and specialised hiring needs.
Human Resources Employee Relations Specialist
Internal Job Position
HR Employee Relations Specialist handles employee issues, ensures compliance with Philippine labor laws, and represents the company in DOLE, NLRC, and other legal proceedings.
Facilities Officer
Internal Job Position
The Facilities Officer is responsible for ensuring that the VAP Cebu Site is well-maintained, efficient, and fully operational. This role requires proactive planning, effective management of repair and installation activities, and strong coordination with contractors. The Facilities Officer will also oversee the performance and budgeting of all maintenance vendors and ensure compliance with all necessary contracts and services
Frequently Asked Questions
