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

Shore 360; Angeles; On-site; PHP 335,000 - 614,000; Full time

Benefits offered by this job

Attendance Bonus

Permanent Work-From-Home

Fixed dayshift schedule

HMO coverage after 3 months

20 leave credits per year

13th Month Pay

Client-supplied IT equipment

Personal Awesomeness Day – PAD

Observance of Queensland publichols

Travel to Australia after 3 years

Additional HMO dependent coverage

Job summary

Shore 360 is seeking an experienced Australian paraplanner to join our remote team in the Philippines. You will produce SOAs, ROAs, and wealth planning documentation in Xplan, conduct end-to-end research with Xplan WealthSolver and Xplan Risk Researcher, and model retirement and cash flow using CALM for SMSFs, companies, and discretionary trusts.

You will work from a strategy brief, ensure compliance with licensee standards, draft client-ready materials in Australian English, and collaborate

Qualifications

• Minimum 3 years Australian paraplanning experience in the last 12 months.
• Minimum 3 years hands-on Xplan experience as a daily production tool.
• Proven experience preparing SOAs and ROAs from start to finish.
• Strong Xplan WealthSolver experience for investment and product research.
• Strong Xplan Risk Researcher experience for personal insurance research.
• Proven financial modelling experience including retirement, cash flow and capital modelling.
• Experience with SMSFs and non-individual entities such as companies and discretionary trusts.
• Experience in an Australian financial planning practice.
• Strong knowledge of Australian financial planning regulations and licensee standards.
• Ability to work independently from a strategy brief with attention to detail.
• Excellent written and verbal English communication.

Responsibilities

• Prepare SOAs, ROAs, and other documentation in Xplan.
• Conduct end-to-end investment/product research using Xplan WealthSolver.
• Build scenarios, configure fees, and prepare product comparisons.
• Conduct personal insurance research using Xplan Risk Researcher.
• Record and manage insurance cover and ownership structures.
• Model retirement and cash flow using CALM for various entities.
• Prepare modelling outputs and present clear results.
• Explain drivers behind modelling outcomes clearly.
• Work from a strategy brief to produce presentation-ready documents in Xplan.
• Ensure compliance with licensee templates and Australian regulations.
• Write client-facing documentation in Australian English.
• Support implementation of superannuation, investments, and insurance strategies.
• Maintain client records in Xplan and coordinate with the Principal Adviser.

Skills

Australian paraplanning experience

Xplan experience

Financial modelling

SMSFs knowledge

Regulatory compliance understanding

Tools

Xplan

Xplan WealthSolver

Xplan Risk Researcher

CALM

Paradino

HUB24

Job description

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.

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