Job Openings Paraplanner

About the job Paraplanner

WE ARE HIRING: Paraplanner 


Job Summary:

We are looking for a detail-oriented and analytical Paraplanner to support our financial advisors in delivering high-quality financial planning services. You will assist in preparing comprehensive financial plans, conducting research, and providing technical and administrative support. Your work will play a vital role in enhancing client satisfaction and ensuring the delivery of tailored, compliant financial advice.

Key Responsibilities

1. Client Support

  • Collect and organize client financial information, goals, and documentation

  • Prepare accurate, client-facing reports such as cash flow analyses, retirement projections, and investment summaries

  • Ensure all client files are compliant with internal and regulatory standards

2. Financial Planning

  • Draft financial plans based on advisor direction and client objectives

  • Conduct analysis on investment portfolios, insurance needs, tax strategies, and other financial matters

  • Research financial products and present recommendations aligned with client goals

3. ️ Administrative Duties

  • Maintain updated records of client meetings and action items

  • Prepare documentation to meet compliance and regulatory requirements

  • Support advisors in managing follow-ups, review schedules, and client communications

4. Research & Analysis

  • Monitor financial markets and industry trends to support informed planning

  • Provide data-driven insights to assist in product recommendations

  • Offer technical input for advanced planning areas such as estate planning and tax optimization

5. Team Collaboration

  • Coordinate with advisors, administrators, and third-party providers to ensure seamless workflow

  • Contribute to the enhancement of financial planning tools, templates, and internal processes

Qualifications

  • Education: Bachelors degree in Finance, Economics, or a related field (preferred)

  • Experience: Experience in financial planning, paraplanning, or administrative roles in the financial services industry is an advantage

️ Skills & Competencies

  • Strong analytical, organizational, and problem-solving abilities

  • Excellent communication skillsboth written and verbal

  • Proficient in financial planning software and Microsoft Office Suite

  • Ability to handle confidential information with discretion

  • Highly attentive to detail and able to manage multiple tasks efficiently

  • Capable of working both independently and as part of a collaborative team


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 dynamic individual to fill the role of paraplanner 

At InTalent Asia, we're not just recruiters; we're here to architect your career success. Join us in the journey of matching your skills with unparalleled opportunities.



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



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