Australian Paraplanner - Indore

Location

Indore, Madhya Pradesh, India

Salary

Not specified

Company

Akash pawar

Job description

• Role & Company / Project Overview: Vow Sourcing is seeking an Australian Paraplanner to join its expanding operations, supporting Australian financial planning and wealth management firms. • Key Responsibilities & Daily Duties: - Prepare Statements of Advice (SOAs) and Records of Advice (ROAs) in compliance with Australian regulatory standards. - Conduct financial product research, modeling, and strategy calculations for client portfolios. - Liaise with financial advisers and team members to deliver accurate, compliant paraplanning documents. • Required Qualifications, Skills & Experience: - Experience or demonstrated proficiency in Australian paraplanning, financial planning systems, and regulations. - Strong report writing, analytical, and communication skills. - Familiarity with Australian financial planning software and compliance requirements. • Working Hours, Shifts & Location Details: - Location: Indore, Madhya Pradesh, India - Opportunities include on-site or remote arrangements as available. • Compensation & Benefits: - Professional career growth in international financial services with continuous learning opportunities. • Application Instructions: Send your updated resume to the designated HR email address.