paraplanning & compliance support AdministratorVirtual Staff 365
Salary: Agreement
Work form: Full time
Posting Date: 22/11/2025
Deadline: 22/12/2025
Our client is a Melbourne-based financial planning firm providing tailored wealth management, financial advice, and compliance support. They operate with a strong focus on accuracy, transparency, and professional standards, ensuring client-first outcomes.They are seeking an experienced Paraplanning & Compliance Support Administrator who will assist financial planners by managing client data, preparing compliant financial documentation, and supporting reporting and audit preparation.Key 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.
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.
Benefits
Permanent remote work arrangement
Australian Company with a fantastic company culture
Day shift (Australian Business Hours)
Annual leave
HMO
Christmas Bonus equivalent to 1 month's wage (pro-rata)
Virtual Staff 365
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.
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.
Benefits
Permanent remote work arrangement
Australian Company with a fantastic company culture
Day shift (Australian Business Hours)
Annual leave
HMO
Christmas Bonus equivalent to 1 month's wage (pro-rata)
Virtual Staff 365
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Philippines
Permanent
Full-time
Permanent
Full-time
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