Paraplanner

Job Title: Paraplanner Location: Chennai, India (Work from Office) Experience: 2 to 4 Years Industry: Accounting & Financial Services (KPO) Employment Type: Full-Time Key Responsibilities: Prepare and review Statements of Advice (SOA) and Records of Advice (ROA) for Financial Advisors Conduct in-depth research on investment products , strategies, and compliance guidelines Collaborate with Financial Advisors on risk management, tax planning, and wealth-building strategies Ensure compliance with internal processes and external regulations Maintain accurate and updated client data using financial planning tools Liaise with service providers and advisors for data collection and validation Mentor Junior and Assistant Paraplanners Assist in resolving complex financial planning issues Requirements: 2 to 4 years of experience in Australian or UK paraplanning Strong verbal and written communication skills Excellent analytical and research capabilities Proficiency in financial planning software and MS Office Sound knowledge of Australian financial planning , taxation , and wealth management strategies Strong teamwork and client relationship management skills Why Join Us? Opportunity to work with global clients Structured growth and leadership development Collaborative and inclusive workplace Competitive compensation and benefits For more queries, contact Ananthalakshmi at +91 7305476687

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