Be part of a Google top-rated financial services firm trusted by self-employed professionals and business owners to protect their future. The team is known for its best practices and a goals-based, holistic approach to financial planning delivering personalised, high-impact advice that truly supports clients long-term success.
The Opportunity
Step into a role where your attention to detail and organisational skills truly make an impact.You'll be key in preparing vital documentation, managing client communications, and ensuring flawless compliance and accuracy. Work closely with Senior Adviser and Paraplanners and gain exposure to high-level finance, directly contributing to an exceptional client experience.
Why join us
- Proudly Great Place to Work certified
- Celebrate globally: Company trips (2025: Hong Kong, 2024: Thailand), Culture Champs, Year-end parties, leadership awards & more
- Grow with stability: 100+ in our 10-Year Club by 2025
- Dynamic talent network: 2,000+ across APAC and beyond
- Competitive compensation with annual reviews
- Comprehensive medical care for you and your family
- Generous paid leave because work-life balance matters
- Level up with LinkedIn Learning and tailored training
- Flexible work setup
Staff Testimonial
No matter where life leads you, if you have your values intact, your true self will shine through in any situation - Financial Writer, ASW Philippines
What You'll Do
- Prepare and maintain internal documents, templates, and marketing materials
- Update client data in the CRM and manage routine client communications
- Coordinate newsletters, social content, review emails, and personalized messages
- Work with product providers to obtain quotes, summaries, and client updates
- Handle meeting materials, logistics, and adviser code setup
- Ensure timely, accurate, and budget-aligned document production
- Support advisers with admin tasks, product research, and advice preparation
- Contribute to process improvement projects and provide team backup when needed
Key Criteria
- Bachelor's degree in business, finance, or related field
- At least 2 years of experience in Financial Management
- Understanding of Australian financial planning and administration
- Experience with AdviserLogic, Xplan, or similar software (preferred)
- Excellent communication and strong technical writing skills
- Proficient in Microsoft Office, mailbox, and calendar management
- Detail-oriented and adaptable to shifting priorities and deadlines
Work Set Up
Work setup & hours may vary by location in accordance with local norms, practices & policies.
- Manila (BGC, Taguig): Australian hours (6 am3 pm). Initial two-month onsite training period, followed by a hybrid schedule (3 days onsite, 2 days WFH).
