Senior Paraplanner
InTalent AsiaUnited States only
Apply now
Opens the original posting on Himalayas.
Apply nowSource: HimalayasApply on the original site
Companies in this catalog do not charge applicants. Never send money to apply.
- WE ARE HIRING: Senior Paraplanner
- Location: Sri Lanka
- Employment Type: Full-Time
- Work Arrangement: Fully Remote (Aligned to Sydney AEST Business Hours)
- Industry: Financial Planning & Wealth Management
About the Role
Our client is seeking an experienced and highly capable Senior Paraplanner to support Australian financial advisers by preparing high-quality, compliant, and client-focused advice documents.
This role is ideal for a paraplanning professional who can independently convert complex client strategies into clear, accurate, and compliant Statements of Advice (SoAs) and Records of Advice (RoAs). The successful candidate will work closely with advisers, implementation teams, research specialists, and leadership while contributing to process improvements and AI-enabled efficiencies within the paraplanning function.