Financial Planning Officer

We are seeking a detail-oriented and proactive analytical Paraplanner to support Australian financial planning and accounting operations from our India office. The ideal candidate will assist with bookkeeping, reconciliations, financial data management, reporting, and administrative support while ensuring compliance with Australian accounting standards and internal processes.

This role is ideal for candidates with strong accounting fundamentals who are looking to build experience in Australian finance and financial planning support services.

Key Responsibilities

Financial Planning Support

•            Prepare comprehensive financial plans and recommendations for clients.

•            Analyse client financial data including income, expenses, assets, liabilities, investments, insurance, and retirement goals.

•            Assist advisors in developing strategies related to investments, retirement planning, tax planning, estate planning, and risk management.

•            Conduct product and market research to support financial recommendations.

Client Support

•            Gather and organize client information and documentation.

•            Prepare meeting agendas, presentations, and follow-up notes.

•            Respond to client queries and maintain professional communication.

•            Ensure accurate maintenance of client records and CRM systems.

Compliance & Documentation

•            Prepare and review documentation for compliance and regulatory requirements.

•            Ensure all client files are complete, accurate, and up to date.

•            Assist with implementation paperwork for investments, insurance, and financial products.

Research & Analysis

•            Monitor market trends, investment performance, and economic developments.

•            Prepare financial forecasts, cash flow analysis, and portfolio reviews.

•            Support advisors with technical research and report preparation.

Administrative Support

•            Coordinate appointments and workflow activities.

•            Maintain internal records and reporting systems.

•            Support operational efficiency within the financial planning team.