H
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.