AU Financial Planning Assistant (WFH)

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