Associate - Paraplanning (AUS Calendar - AUS Shift)
Banking / Insurance / Financial Services
About the Employer
Job Description
ASSOCIATE - PARAPLANNING (AUS CALENDAR - AUS SHIFT)
H Connect International (A Hirdaramani Group Venture) is a leading global Business Process Management (BPM) and outsourcing company, delivering a broad range of services across Finance & Accounting, Customer Services, Procurement, Analytics, and Technology solutions to clients worldwide. H Connect International partners with clients across industries, including Fashion & Apparel, Real Estate, Travel & Leisure, Manufacturing, Insurance, Financial Services, Retail & Consumer Packaged Goods, Shipping & Logistics, and Healthcare and Professional Services. H Connect International provides professionals with opportunities to work in diverse, international environments and develop future-ready skills within an inclusive and collaborative culture, focused on continuous learning and career growth.
The Job:
- 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.
