Executive - Paraplanning

H Connect International (Pvt) Ltd•location_onColombo, Sri Lanka

work_historyFull-Timehome_workHybrid

About the Role

Provide paraplanning support to Australian financial advisers, including preparation of Statements of Advice (SOA), portfolio analysis, and compliance documentation.

Responsibilities

Prepare Statements of Advice (SOA) and Records of Advice (ROA) for Australian financial advisers
Conduct investment research and portfolio analysis
Maintain client records and compliance documentation

Requirements

Bachelor's degree in Finance, Accounting, Economics, or related field
Paraplanning experience or financial planning support experience preferred
Knowledge of Australian financial planning environment advantageous

Skills

`Paraplanning` · `Financial Planning` · `Statement of Advice (SOA)` · `Investment Analysis` · `XPLAN` · `Microsoft Excel` · `Australian Financial Services`

What we offer

Competitive salary
Hybrid work arrangement
Exposure to Australian financial services

How to apply

Email your CV to **careers.hconnect@hirdaramani.com** with the position title in the subject line.