Experienced Paraplanner (CMB)
11th February of 2024
Full Time
Colombo, Sri Lanka
Posted 1 day ago

For the past decade, Planlogic has simplified and improved the financial advice process in Australia. As advice production specialists, we partner with financial advisers to transform their insights into actionable financial plans.

We are looking for experienced Paraplanners to join our team in Colombo. You will play a pivotal role in enabling financial advisers deliver compliant advice solutions while providing the best possible experience for our advisers.

Above market remuneration package available to the right candidate including AUD-pegged salaries and monthly performance incentives.
 

What you will need to succeed:

  • Minimum 1.5 years experience in preparing Statements of Advice (SoAs) for the Australian financial planning industry.
  • Thorough understanding of the financial planning industry, its compliance requirements, and financial products.
  • Experience using Xplan, including WealthSolver, Risk Researcher, and Xtools+.
  • Excellent time management skills with an ability to work to deadlines.
  • A strong work ethic – be dependable and responsible.
  • Meticulous attention to detail.
  • Impeccable English speaking and writing skills.

 

Please submit your CV through the form below or email us your CV at careers@planlogic.com.au

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