Location: Philippines, remote · Hours: Full time, Australian business hours · Employer: AGFY Tech Solutions

You will support a team of Australian financial advisers for an established multi-disciplinary advisory firm. Client details are shared at interview stage.

You are the engine room. You keep the advice process moving, the paperwork accurate and the clients informed. Advisers rely on you to get things done, and clients know you as a familiar, helpful voice. This is a senior seat: you set the standard and bring newer team members up to speed.

What you will do

• Prepare and manage client documents: Statements of Advice, Records of Advice, applications and review packs
• Coordinate the advice process from first appointment through to implementation
• Liaise with product providers, fund managers, platforms and insurers to submit and track applications
• Keep client records accurate and manage review cycles so nothing slips
• Be a first point of contact for client questions
• Mentor junior client services staff

What you bring

• 4+ years in client services, paraplanning support or advice administration within financial planning, including at least 2 years supporting Australian advisers or clients
• An accounting or finance grounding: a degree in Accountancy, Accounting Technology, Financial Management or similar, or documented hands-on bookkeeping work
• Hands-on preparation of advice documents. You can walk us through an SOA you built end to end
• Working knowledge of the full Australian advice process, fact find through annual review
• Direct dealings with product providers, fund managers, insurers or platforms
• Advice software: Xplan strongly preferred; Adviser Logic, COIN or Midwinter considered
• Business-level written English. There is a short written task during screening
• Confidence on video and phone with Australian clients

Nice to have

• Insurance applications: life, TPD, trauma, income protection
• Super and platform administration: rollovers, contributions, pension set-ups
• Xero, Xero Practice Manager, CAS360, NowInfinity, Xeppo, DocuSign, ASIC or ATO portals
• RG146 completed or in progress

Before you apply

You will need: availability on Australian business hours; a proper home set-up with a backup connection and a quiet workspace; willingness to complete reference and NBI checks; no concurrent full-time role; and two contactable references from Australian-facing work.