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  • Posted On:
    3 years ago

Job Description

Job description

  • We are looking for Sr. Paraplanners to work in the area of preparation of compliance report for Australian Paraplanning with 1-2 yr of experience.
  • The incumbent should have strong analytical and relationship management skills.
  • He/ She should also be equipped with excellent verbal/non-verbal communication skills.
  • In this role, you will be required to prepare detailed compliance reports, helping adviser to develop new planning strategies, sound knowledge in SMSF concepts , maintain client profile in financial software, regularly communicate with financial advisors and maintain a good relationship with clients.


  • M.COM/MBA (Finance)/CMA and CA (Inter)/DFP


  • 1-2 years experience in Australian Paraplanning process, Well versed in Xplan Advisor Logic

Preferred Skills

  • Should have interest in research and analyzing financial concepts.
  • Should have good analytical skills
  • Should have excellent verbal and non-verbal communication skills.
  • Sound knowledge in Australian Financial Planning concepts and software.
  • Well versed in MS Office.
  • Should be good team player. Roles Responsibilities Preparation of detailed compliance reports (SOA and ROA).
  • Implement risk management and tax planning strategies by regular follow-up with banks and service providers.
  • Sound knowledge in SMSF concepts Maintain Client profile in Financial planning software Regular communication with Financial Advisors.
  • Manage good client relationships. Maintaining fixed register APPLY
Accounting / Auditing
Full Time, Permanent
Any Graduate
MBA/PGDM in Marketing, CA in CA, M.Com in Commerce