Senior Paraplanner

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.

Key Responsibilities

Advice Document Preparation

• Prepare complex Statements of Advice (SoAs) and Records of Advice (RoAs) for Australian financial planning clients.
• Develop advice documentation across:
  • Superannuation
  • Retirement Planning
  • Investments
  • Self-Managed Super Funds (SMSFs)
  • Personal Insurance
• Ensure advice documents meet compliance requirements and internal quality standards.
• Produce accurate, professional, and client-friendly advice documentation.

Paraplanning & Technical Analysis

• Review client information and adviser recommendations to prepare comprehensive advice documentation.
• Research financial strategies, products, and technical matters where required.
• Identify information gaps, risks, and compliance considerations early in the advice preparation process.
• Support advisers with technical and documentation requirements throughout the advice process.

Process Improvement & Innovation

• Contribute to continuous improvements in paraplanning workflows, templates, and documentation standards.
• Assist in developing checklists, quality control processes, and best practice frameworks.
• Support the evaluation and implementation of AI-assisted paraplanning tools and process improvements.
• Identify opportunities to improve efficiency, accuracy, and turnaround times.

Stakeholder Collaboration

• Work closely with Advisers, Research Teams, Implementation Teams, and the Paraplanning Team Lead.
• Maintain clear communication regarding workflow priorities, turnaround times, and outstanding requirements.
• Support the delivery of consistent, high-quality client outcomes through effective teamwork and collaboration.

What Success Looks Like

Within the First 90 Days

• Independently produce complex SoAs and RoAs within required timelines.
• Consistently deliver compliant advice documents with minimal revisions.
• Build trust and confidence with advisers through reliability and technical accuracy.
• Recommend and contribute to at least one process improvement initiative.

Requirements

• Minimum 3–5+ years of experience preparing Australian Statements of Advice (SoAs) and Records of Advice (RoAs).
• Strong knowledge of:
  • Superannuation
  • Retirement Planning
  • Investments
  • SMSFs
  • Personal Insurance
• Strong understanding of Australian financial advice regulations and ASIC compliance requirements.
• Daily working experience with Xplan.
• Experience using financial research platforms and paraplanning tools.
• Strong analytical, technical writing, and documentation skills.
• Ability to work independently and manage multiple priorities effectively.
• Excellent attention to detail and commitment to quality.
• Strong written and verbal communication skills.
• Ability to identify issues proactively and recommend solutions.
• Comfortable working within a fast-paced and collaborative environment.

Added Advantages

• Experience with AI-assisted paraplanning tools such as Claude or similar technologies.
• Exposure to workflow automation and process improvement initiatives.
• Interest in leveraging technology to improve paraplanning efficiency and quality.

What We're Looking For

• A professional who takes ownership of their work and delivers without constant supervision.
• Someone who identifies problems early and provides practical solutions.
• A team player who welcomes feedback and acts on it.
• A forward-thinking individual who enjoys exploring technology and improving processes.

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 skilled individual to fill the role of Senior Paraplanner.

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

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Originally posted on Himalayas