Paraplanner

WE ARE HIRING: Paraplanner 

Location: Sri Lanka
Employment Type: Full Time
Industry: Financial Planning / Wealth Management / Financial Services 

Role Overview 

We are seeking a detail-oriented Paraplanner to support the preparation and review of financial planning documentation while assisting financial advisers with client servicing activities. The successful candidate will play a key role in producing Statements of Advice (SoA), conducting financial modelling, supporting compliance requirements, and ensuring high-quality documentation aligned with industry regulations. 

Key Responsibilities

• Prepare and review templated financial planning Statements of Advice (SoA).
• Support Associate Advisers in servicing existing clients.
• Work across multiple online systems and platforms to generate financial planning documentation.
• Make amendments to financial plans based on adviser requirements.
• Enter and validate text-based and numerical information from source documents.
• Prepare financial modelling and projection reports for client recommendations.
• Research and obtain information required to complete documentation.
• Maintain a strong understanding of insurance, pension, and investment products.
• Keep up to date with changes in the financial services and regulatory environment.
• Ensure accuracy, quality, and compliance of all client documentation.

Candidate Profile

• Degree in Management, Accounting, Finance, or a related discipline.
• Part qualification in CIMA, AAT, ACCA, Chartered Accounting, Banking, or similar professional qualifications will be considered.
• Minimum 1 year of experience in Financial Planning Administration, Paraplanning, or a similar role.
• Strong understanding of financial planning concepts and documentation.
• Ability to manage multiple tasks and meet strict deadlines.
• Excellent attention to detail with the ability to produce accurate and high-quality documentation.
• Strong proficiency in Microsoft Word and Microsoft Excel.
• Good analytical, research, and problem-solving skills.
• Ability to work independently while effectively supporting advisers and stakeholders.

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 skilled individual to fill the role of Paraplanner. 

Apply now and see how you can be the perfect fit for this exclusive position!

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