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Senior Paraplanner at InTalentAsia
Senior Paraplanner at InTalentAsia, found 13 days ago on LinkedIn. Remote, from Sri Lanka. The company takes applications on its own page.
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LinkedIn
13 days ago
InTalentAsia
A financial planning and wealth management firm is hiring an experienced Senior Paraplanner to support Australian financial advisers remotely.
What you would do
- Prepare complex Statements of Advice and Records of Advice
- Develop advice documentation on superannuation, retirement planning, investments, SMSFs and personal insurance
- Ensure compliance with Australian financial advice regulations and ASIC requirements
- Review client information and adviser recommendations
- Conduct financial product research and technical analysis
- Identify documentation gaps, compliance risks and advice-related issues
What they ask for
- 3–5+ years of experience preparing Australian SoAs and RoAs
- Strong knowledge of Australian financial planning and wealth management
- Expertise in superannuation, retirement planning, investments, SMSFs and personal insurance
- Understanding of ASIC compliance and Australian financial advice regulations
- Daily working experience with Xplan
- Excellent analytical, technical writing and documentation skills
About this job
- Job
- Senior Paraplanner
- Category
- Other jobs
- Company
- InTalentAsia
- Location
- Remote (Sri Lanka)
- Work type
- Full time
- Posted
- on LinkedIn, 26 October 2026
- How to apply
- By email to the recruiter, with your CV
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The recruiter published this post and takes applications on the company's own page. PileSkip shows a summary written by AI from the post, so check the details when you apply; the link goes to a signed-in account. Post #3545.