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

Role Summary

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.

Requirements

• 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

• 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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