Role Overview

We are seeking an experienced Australian Financial Paraplanner to support Financial

Advisers in preparing high-quality financial advice and ensuring compliance with Australian regulatory requirements.

Key Responsibilities

• Prepare Statements of Advice (SOAs), Records of Advice (ROAs) and related documentation.

- Conduct research on superannuation, investments, insurance, and retirement.
- Assist advisers with financial modelling, strategy development and product comparisons.
- Ensure advice documents are accurate, compliant and completed within required timelines.
- Maintain client records and supporting documentation.
- Liaise with advisers and internal teams to clarify requirements and manage workflow.

Requirements

• 3+ years of Australian financial paraplanning experience.

- Strong knowledge of the Australian financial planning and superannuation workplace.
- Experience preparing SOAs and ROAs.
- Knowledge of Australian compliance and regulatory requirements.
- Strong analytical, written communication and attention-to-detail skills.
- Experience with Xplan is highly desirable.
- Relevant Financial Planning/Finance qualification preferred.

📌 Australian Financial Paraplanner (Ahmedabad)
🏢 VRecruit First
📍 Ahmedabad