Paraplanner Associate

Role Summary

H Connect International (A Hirdaramani Group Venture) is a leading global Business Process Management (BPM) and outsourcing company. We provide professionals with opportunities to work in diverse, international environments and develop future-ready skills within an inclusive and collaborative culture.

Key Responsibilities

• Conduct detailed analysis of client financial information, including investments, assets, liabilities, and income, to support the creation of financial plans.
• Gather and evaluate financial data, market trends, and investment products to provide insights and recommendations to advisors.
• Assist in the preparation and creation of financial plans, ensuring accuracy, compliance, and alignment with client goals and regulatory standards.
• Maintain accurate records, documentation, and reports related to client financial information and plans.
• Collaborate with advisors to address client inquiries and concerns, providing necessary information and clarification on financial plans.
• Contribute ideas for process improvement, streamlining workflows, and enhancing the efficiency of paraplanning activities.

Requirements

• The candidate should be able to work on-site according to the AUS calendar and shift.
• Bachelor's degree in Finance, Economics, Business, or related field.
• Minimum 1 – 2 years of experience in a paraplanning role.
• Proficiency in paraplanning software/tools (X Plan, AdvisorLogic, Midwinter).
• Strong analytical skills with the ability to interpret complex financial data.
• Knowledge of regulatory standards and compliance in the Australian financial services industry.
• Excellent written and verbal communication skills.
• Detail-oriented approach and strong organizational abilities.