Financial Planning Assistant (Work-From-Home, Morning Shift)

About this role

Roles and Responsibilities

• Prepare Statements of Advice (SOAs), Records of Advice (ROAs), and other financial planning documentation.

• Interpret client meeting notes and prepare compliant financial advice documents.

• Maintain and update client records using Xplan.

• Conduct financial modelling, research, and analysis to support the Financial Adviser.

• Ensure all advice documents comply with Australian regulatory and compliance requirements.

• Coordinate with the Financial Adviser and support staff to ensure timely completion of client deliverables.

• Review and update client information, strategy documents, and implementation paperwork.

• Provide general paraplanning and administrative support as required.

Required Experience

• Minimum 5 years of Australian financial planning experience.

• Strong hands-on experience using Xplan(Essential).

• Proven paraplanning experience, including drafting SOAs, interpreting client meeting notes, and preparing financial advice documentation.

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Experience working within an Australian financial planning practice(Essential).

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Familiarity with Australian financial planning regulations and compliance requirements(Essential).

• Excellent written and verbal English communication skills.

• Strong attention to detail with the ability to manage multiple priorities and meet deadlines.

Experience Advantage

• Experience using Paradino.
ShoreXtra Perks

• Attendance Bonus – Get a chance to win up to ₱5,000 every pay run through a raffle draw for perfect attendance.

• Permanent Work-From-Home arrangement.

• Fixed dayshift schedule with weekends off.

• HMO coverage after 3 months.

• 20 leave credits per year upon regularization.

• 13th Month Pay.

• Client-supplied IT equipment.

• One additional paid leave annually (Personal Awesomeness Day – PAD).

• Observance of Queensland (QLD) Public Holidays.

• Opportunity to travel to Australia after 3 years of service.

• Additional HMO dependent coverage: +1 dependent per year of service, up to a maximum of 3 dependents.

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Originally posted on Himalayas