Quality Assurance Assistant (Australian Paraplanning Support)

Are you a detailed-oriented and passionate about maintaining high standard? We are
looking for Advice Associate – Quality Assurance to join our team and help ensure our
process and outputs consistently meet quality standards.

Location: Bonifacio Global City, Taguig, Metro Manila
Full time, On-site Job

Your Role:

  • Review admin tasks (mainly AR packs and applications) and ensure they are 100%
    compliant.
  • Maintain complaint and nonconformance processing through records and tracking
    systems, including root-cause analysis and corrective actions.
  • Identify training needs and communicate with AM-QA, Managers / Assistant Managers –
    Advice Associate and Senior Executives – Training.
  • Make recommendation for improvements.
  • Abide by the Companies data security process and policies and uphold the standards of
    confidentiality.
  • Execute any other duties or any special projects assigned by the Management.

You’re a Great Fit If You:

  • Have bachelor’s degree in related field
  • Minimum 10 months proven experience as advice associate
  • Have hands-on experience in X-plan Financial Planning Software
  • Have thorough up-to-date knowledge on advice support.
  • Basic to intermediate MS Outlook, Excel, Word and PowerPoint Knowledge.
  • High levels of trustworthiness and integrity
  • Excellent communication skills (written and verbal)
  • Can uphold quality measures

Why Work With Us?

  • Competitive salary that reflects your experience and skills
  • Career growth in a supportive and structured environment
  • Relocation allowance (airfare and accommodation if relocating)
  • HMO coverage for peace of mind
  • Company‑provided equipment (PC / Laptop)
  • A positive, collaborative, and inclusive workplace that invests in your development

Job Category: Quality Assurance - Philippines Only
Job Type: Full Time
Job Location: Philippines

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