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

About Shore360

Shore360 is a 100% Australian-owned BP firm based in the Philippines, providing customized staffing and administrative support for international companies, handling recruitment, HR, IT, and office facilities so clients can focus on core business, offering transparent pricing, dedicated teams, and flexible setups.

Roles and Responsibilities

• Prepare Statements of Advice (SOAs), Records of Advice (ROAs), and other financial planning documentation in Xplan.
• Conduct end-to-end investment/product research using Xplan WealthSolver, including loading and verifying current, legacy, and closed products.
• Build recommended product scenarios, accurately configure fees and costs, and prepare like-for-like product comparisons.
• Conduct end-to-end personal insurance research using Xplan Risk Researcher, including Insurance Needs Analysis and recommendations across Life, TPD, Trauma, and Income Protection.
• Accurately record existing insurance cover, including cover held within superannuation, and manage different ownership structures and split TPD arrangements.
• Conduct financial modelling using CALM, including 10-year capital and cash flow projections and retirement funding modelling.
• Prepare financial models involving SMSFs, companies, discretionary trusts, and other non-individual entities.
• Build comparison scenarios and produce clear, accurate, and presentation-ready modelling outputs.
• Interpret modelling results and clearly explain the key drivers behind outcomes.
• Work from a strategy brief to independently produce presentation-ready SOAs and ROAs using Xplan.
• Ensure advice documents are prepared in accordance with licensee-approved templates, Australian regulatory requirements, and compliance standards.
• Write advice documentation in clear, concise, and client-friendly Australian English.
• Support implementation of superannuation, investment, and insurance strategies, including rollovers, contributions, pension commencement, platform applications, underwriting follow-up, and policy placement.
• Maintain and update accurate client records and supporting documentation in Xplan.
• Coordinate directly with the Principal Adviser and support team to ensure client deliverables are completed accurately and on time.
• Provide technical paraplanning, research, modelling, and advice production support as required.

Required Experience

• Minimum 3 years of Australian paraplanning experience, with experience gained within the last 12 months.
• Minimum 3 years of hands-on Xplan experience, using Xplan as a daily production tool (Essential).
• Proven experience preparing SOAs and ROAs from start to finish (Essential).
• Strong hands-on experience using Xplan WealthSolver for investment and product research (Essential).
• Strong hands-on experience using Xplan Risk Researcher for personal insurance research (Essential).
• Proven experience with financial modelling, including retirement, cash flow, and capital modelling (Essential).
• Experience working with SMSFs and non-individual entities, including companies and discretionary trusts (Essential).
• Experience working within an Australian financial planning practice (Essential).
• Strong understanding of Australian financial planning regulations, compliance requirements, and licensee standards (Essential).
• Ability to work independently from a strategy brief with minimal supervision.
• Excellent written and verbal English communication skills, with the ability to prepare client-facing documentation to an Australian standard.
• Strong attention to detail with the ability to manage multiple priorities and meet deadlines.

Experience Advantage

• Experience using Paradino, including strategy papers, advice requests, and SOA/ROA generation.
• Experience working with Millennium 3 Financial Services or WT Financial Group templates and compliance standards.
• Experience with HUB24, including Choice and Discover investment menus.
• Experience with SMSF strategy, including Limited Recourse Borrowing Arrangements (LRBA).
• Experience with direct equity and ETF portfolio construction.

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.
• Employee referral incentives (Silver)

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