Financial Planning Assistant ( Junior and Senior Roles )

Confident, Outspoken, and Ready to Own Your Role? We Want You.

You are not the type to sit quietly and wait for instructions. You see what needs doing and you do it. You communicate clearly, follow up relentlessly, and take pride in getting things right.

Aureus Wealth Advisers is a growing Australian financial planning firm. We are hiring a Case Manager based in the Philippines to support our advisers, paraplanners, and clients. This is a hands‑on role for someone who wants real responsibility and genuine impact.

What You Will Do:

• Support financial advisers with client preparation, documentation, and follow‑up
• Communicate directly with Australian clients to answer queries and collect documents
• Assist with preparing Statements of Advice, annual reviews, and strategy papers
• Track advice implementation from start to finish
• Keep files compliant and systems updated
• Coordinate with product provi...