Paraplanner

As a Paraplanner at our Chennai, India office, you will be responsible for preparing and reviewing Statements of Advice (SOA) and Records of Advice (ROA) for Financial Advisors. Your role will involve conducting thorough research on investment products, strategies, and compliance guidelines. Collaborating with Financial Advisors on risk management, tax planning, and wealth-building strategies will be a key aspect of your daily tasks. Ensuring compliance with internal processes and external regulations is essential, along with maintaining accurate client data using financial planning tools. Additionally, you will be liaising with service providers and advisors for data collection and validation, while also mentoring Junior and Assistant Paraplanners and assisting in resolving complex financial planning issues. To excel in this role, you should have 2 to 4 years of experience in Australian or UK paraplanning, along with strong verbal and written communication skills. Excellent analytical and research capabilities are required, as well as proficiency in financial planning software and MS Office. A sound knowledge of Australian financial planning, taxation, and wealth management strategies is crucial, along with strong teamwork and client relationship management skills. Joining us will provide you with the opportunity to work with global clients, experience structured growth and leadership development, and be part of a collaborative and inclusive workplace. We offer competitive compensation and benefits to our team members. For any further queries, please feel free to contact Ananthalakshmi at ananthalakshmi.narayanan@carisma-solutions.com.au or call +91 7305476687.,