Paraplanner

About Us

Mantis Partners is a distinguished financial advisory firm based Sydney, Australia, recognised for our steadfast dedication to client achievement and sustainable development. We deliver superior client service and comprehensive financial solutions, and we are seeking an experienced financial advice professional to join our dynamic team as we expand our presence both within Australia and internationally.

Position Purpose

Located at our Kochi, Kerala, India office, the Paraplanner will play an integral role in supporting our Financial Advisers by preparing high-calibre financial advice documents and providing outstanding service to our clients. The position is geared towards facilitating seamless delivery of advice through a deep understanding of client objectives, financial strategies, and compliance requirements.

This role involves assisting with the development, preparation, and execution of customised financial strategies while ensuring these meet standards of accuracy, efficiency, and regulatory compliance. The successful candidate will collaborate closely with seasoned advisers and gain exposure to both Wholesale and Retail clients across a diverse array of advisory services.

Key Responsibilities

• Collaborate with Wealth Advisers, Associate Advisers, and other internal specialists to develop advice and investment strategies that deliver optimal outcomes for clients.
• Prepare personalised advice documentation (SOAs, IPSs, and ROAs) within agreed timeframes and service standards.
• Attain individual quality and productivity metrics.
• Conduct financial calculations, scenario modelling, and detailed cash flow analyses.
• Maintain and enhance financial planning software (XPLAN, Xtools, Wealth Solver) to ensure all data remains accurate and current.
•  Identify opportunities to streamline administrative processes and improve internal tools and templates related to advice creation.
• Remain informed about industry regulations, compliance requirements, and leading practices to ensure all advice provided is compliant and tailored to client needs.
• Facilitate effective risk and compliance management by implementing necessary measures, controls, and activities to fulfil corporate and regulatory obligations.

Key Skills and Attributes

• Exceptional organisational and time management capabilities.
• Superior communication skills, exhibiting confidence and professionalism.
• Meticulous attention to detail coupled with strong analytical and problem-solving aptitude.
• Positive and proactive approach with a commitment to continuous learning.
• Self-driven with capability to manage multiple priorities in a fast-paced environment.
• Ability to operate autonomously as well as collaboratively within a close-knit team setting.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Advanced financial literacy and technical expertise, particularly in retirement planning, SMSF, and investment advice.
• Comprehensive knowledge of financial planning software, specifically Xplan, for advice generation, modelling, and research.
• Firm grasp of compliance and ethical standards within the financial advisory domain.

Qualifications and Experience

• Bachelor’s Degree in Financial Planning, Commerce, or a related discipline.
• At least two years’ experience working as a Paraplanner.
• Demonstrated proficiency with financial planning software, notably Xplan, for advice generation, modelling, and research.
• RG146 accreditation (optional) with substantiated technical expertise.
• In-depth understanding of investment markets and stockbroking; familiarity with MDA portfolios is advantageous.
• Prior experience with SMSF structures and advice delivery, including Trusts.
• Previous exposure to Hub24 is highly desirable.

What We Offer

• A rewarding work environment and exceptional team culture.
• Opportunities to enhance and broaden your skillset under an experienced leadership team with a reputable standing in the financial advisory sector.
• Regular company events and team-building initiatives.
• Professional growth prospects within the financial planning industry alongside comprehensive educational support.
• A competitive remuneration package.
• Clear career progression pathways and access to a range of programs and initiatives to support your professional development.