Financial Planning Assistant (Case Manager) - Philippines

About the role

Aureus Wealth Advisers, a growing Australian financial planning firm, is hiring a Case Manager based in the Philippines to support its advisers, paraplanners and clients. It is a hands-on role for someone who takes initiative, communicates clearly and follows up until things are done right. The Senior Case Manager works closely with their own Junior Case Manager.

Key responsibilities

• Support financial advisers with client preparation, documentation and follow-up
• Prepare research for Statements of Advice, annual reviews and strategy papers
• Track advice implementation from start to finish
• Keep files compliant and systems updated
• Coordinate with product providers to resolve pending applications

Required profile

• Experience in financial planning administration
• Confidence speaking with clients and team members
• Organised and able to handle loose ends
• Willingness to grow with a company that values results over busywork

Required skills

• Familiarity with Xplan, or willingness to learn it quickly

What we offer

• Junior salary of PHP 45,000 - 50,000 per month; Senior salary of PHP 70,000 - 75,000 per month
• Work with a supportive, no-nonsense Australian team
• Opportunity to grow as the business scales

To apply, send your CV and a short Loom video introducing yourself, explaining why you are the right person for the role and what makes you stand out.