Job Openings
Paraplanner
About the job Paraplanner
We are hiring!
Job Title: Paraplanner
- Job Location: World Trade Center
- Working Hours: 8.00 - 5.00 ( IST )
- Working Days: Australia calendar
- Working Method: Onsite
- Employment Type (Permanent, Contract, etc.): 2 years contract
How to Apply:
Click Apply for position
Requirements:
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Minimum 1 year of experience in a paraplanning role.
- Proficiency in paraplanning software/tools (X Plan)
- Strong analytical skills with the ability to interpret complex financial data.
- Knowledge of regulatory standards and compliance in the Australian financial services industry.
- Excellent written and verbal communication skills.
- Detail-oriented approach and strong organizational abilities.
Responsibilities
- Conduct detailed analysis of client financial information, including investments, assets, liabilities, and income, to support the creation of financial plans.
- Gather and evaluate financial data, market trends, and investment products to provide insights and recommendations to advisors.
- Assist in the preparation and creation of financial plans, ensuring accuracy, compliance, and alignment with client goals and regulatory standards.
- Maintain accurate records, documentation, and reports related to client financial information and plans.
- Collaborate with advisors to address client inquiries and concerns, providing necessary information and clarification on financial plans.
- Contribute ideas for process improvement, streamlining workflows, and enhancing the efficiency of paraplanning activities.
Ready to take your career to new heights? We're InTalent Asia, your go-to recruitment partner in Sri Lanka, and we've got an exciting opportunity for you! Our client is looking for a dynamic individual to fill the role of Paraplanner.
At InTalent Asia, we're not just recruiters; we're here to architect your career success. Join us in the journey of matching your skills with unparalleled opportunities. Apply now and see how you can be the perfect fit for this exclusive position!