Financial Planning

Paraplanner

LocationAny office location (on-site)

Experience3–5 years

Employment typeFull-time

SalaryUp to ₹75,000 per month

About the role

We are seeking a detail-oriented and experienced Paraplanner to join our financial planning team. The ideal candidate will provide high-quality paraplanning support to financial advisors, assist in preparing client advice documents, and ensure adherence to regulatory and compliance standards.

Key responsibilities

Work closely with financial advisors to prepare high-quality advice documents, including Statement of Advice (SoA), Record of Advice (RoA), and other client-facing reports.
Conduct in-depth research on investment products, superannuation funds, and financial strategies to support client recommendations.
Perform financial modelling and analysis to assist in developing tailored advice strategies.
Undertake compliance checks to ensure all documentation aligns with regulatory requirements and internal standards.
Assist in preparing client meeting materials, attend meetings when required, and document key discussion points and follow-ups.
Build and maintain strong relationships with internal stakeholders and clients.
Stay updated with industry trends, regulatory changes, and best practices in financial planning.

Required skills

Strong understanding of financial planning concepts, particularly SMSF regulations and compliance requirements.
Excellent analytical and research skills.
High attention to detail with the ability to work accurately under pressure.
Strong communication and interpersonal skills.
Ability to work independently as well as collaboratively within a team.
Proficiency in financial planning tools/software and Microsoft Office Suite.

Preferred qualifications

Diploma or Bachelor’s degree in Financial Planning, Finance, Commerce, or a related field.
Experience working with Australian financial planning processes and documentation (preferred).

Apply for this role

Send your details and CV and our team will take it from there.