Australian Paraplanner

Company Description

Embee NextGen is a leading outsourcing company based in Chandigarh. We understand the importance of time and investment in meeting the expectations of our clients. As part of the outsourcing era, we offer specialized accounting services to our Australia clients.

Role Description

Paraplanner

Responsibilities

• Collaborate with financial advisers to understand client goals, objectives, and financial situations.
• Research and analyse investment products, superannuation, insurance, tax strategies, and Centrelink entitlements.
• Prepare compliant and tailored

  Statements of Advice (SOAs)

  and

  Records of Advice (ROAs)

  .
• Maintain up-to-date knowledge of financial products, legislative changes, and compliance obligations.
• Use financial planning software (e.g., Xplan, Midwinter) to model scenarios and generate reports.
• Ensure all advice documentation complies with AFSL and ASIC requirements.
• Assist with the ongoing review of client strategies and update advice as needed.
• Support advisers in preparing for client meetings through data collection and scenario modelling.
• Liaise with product providers for information and follow-up tasks as required.

Qualifications

1. Minimum 1–2 years’ experience in a paraplanning.
2. Relevant qualifications such as a

   Diploma or Advanced Diploma of Financial Planning

   , or a

   Bachelor's degree in Financial Planning/Finance

   .
3. Working knowledge of

   Xplan

   ,

   AdviserLogic

   , or similar financial planning software.
4. Strong understanding of financial planning concepts including

   superannuation, retirement planning, insurance, tax, and investment strategies

   .
5. Excellent written and verbal communication skills.
6. High attention to detail and ability to work to deadlines.
7. Knowledge of regulatory requirements.