Paraplanner

Job Title:

Location:

Experience:

Industry:

Employment Type:

Key Responsibilities:

• Prepare and review

  Statements of Advice (SOA)

  and

  Records of Advice (ROA)

  for Financial Advisors
• Conduct in-depth

  research on investment products

  , strategies, and compliance guidelines
• Collaborate with Financial Advisors on

  risk management, tax planning, and wealth-building

  strategies
• Ensure

  compliance

  with internal processes and external regulations
• Maintain accurate and updated client data using financial planning tools
• Liaise with

  service providers and advisors

  for data collection and validation
• Mentor

  Junior and Assistant Paraplanners

• Assist in resolving

  complex financial planning issues

Requirements:

• 2 to 4 years

  of experience in Australian or UK paraplanning
• Strong

  verbal and written communication

  skills
• Excellent

  analytical and research

  capabilities
• Proficiency in

  financial planning software

  and

  MS Office

• Sound knowledge of

  Australian financial planning

  ,

  taxation

  , and

  wealth management

  strategies
• Strong

  teamwork

  and

  client relationship

  management skills

Why Join Us?

• Opportunity to work with global clients
• Structured growth and leadership development
• Collaborative and inclusive workplace
• Competitive compensation and benefits

Ananthalakshmi

ananthalakshmi.narayanan@carisma-solutions.com.au

+91 7305476687