Financial Planning Virtual Assistant

Job Summary:

We are seeking a detail-oriented and motivated Financial Planning Virtual Assistant to join our growing finance team.This role is ideal for professionals with a strong understanding of the Australian financial planning landscape who value long-term stability and meaningful work. This is a stable, long-term opportunity within a professional and supportive financial services environment. You will be treated as a core member of the team and work closely with experienced Australian advisers and support staff.

Duties & Responsibilities:

• Data & System Management: Maintain, audit, and ensure the accuracy of client data across systems, taking full ownership of Xplan management and data integrity
• Meeting Preparation: Collate and prepare client files, reports, and documentation in advance of adviser meetings
• Strategy Support: Liaise with product providers to gather research and information required for financial strategy development