Paraplanner Admin Support
Company:Virtual Staff 365
Location:Philippines, Australian Business Hours
Languages:English
Seniority level:Middle, 2+ years
Experience:2+ years
Skills:
Microsoft OfficeDocumentationAttention to detailOrganizational skillsWritten communicationMultitaskingComplianceFinancial analysisVerbal communicationData entry
Requirements:
2+ years in administrative, paraplanning, or compliance support roles, preferably within financial services. Familiarity with IRESS/XPlan or similar financial modelling tools (Intermediate level). Strong written and verbal communication skills in English. Understanding of compliance and documentation requirements in financial services. Intermediate proficiency in Microsoft Office and Google Workspace. Highly organised with attention to detail and ability to prioritise multiple tasks. Professional, diligent, and consistent, with a strong sense of responsibility for data accuracy.
Responsibilities:
Accurately enter client information into IRESS/XPlan and company templates. Complete financial modelling as directed using IRESS/XPlan. Prepare Statements of Advice (SOA), Records of Advice (ROA), and related documents following compliance guidelines. Review and check documentation for completeness, consistency, and adherence to compliance standards. Liaise with internal teams to clarify missing data or inconsistencies. Maintain confidentiality and integrity of all client records. Generate, name, and store digital files in accordance with company policy. Support reporting, audit preparation, and document organisation.
