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

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. #Jobs360Hiring Originally posted on Himalayas Paraplanning, Financial-Planning-Assistant, Financial-Advisory-Support, Compliance-Administration, Financial-Planning-Associate, Remote-Entry-Level-Financial-Advisor, Financial-Planner-Associate, Remote-Junior-Financial-Consultant, Remote-Financial-Planner, Entry-Level-Financial-Planning-Jobs