Overview
Paraplanner/Financial Planning Administrator Jobs in Sri Lanka at NAZE Consultancy Group (PVT) Ltd
Title: Paraplanner/Financial Planning Administrator
Company: NAZE Consultancy Group (PVT) Ltd
Location: Sri Lanka
Financial Planning Administrator/Paraplanner – Join Our Remote Team!
About Us
At NAZE Consultancy Group (PVT) Ltd, we pride ourselves on delivering top-notch financial planning support to our Australian partners, VKAN Business Solutions Pty Ltd. Since our inception in 2020, we've been dedicated to streamlining the financial advice process, ensuring compliance, and fostering strong client relationships through high-quality back-office administration services. With nearly 15 years of industry expertise, we're committed to excellence in everything we do.
Your Role
Are you someone who thrive in a structured environment? Do you find comfort in a routine that allows you to master your craft? Are you a self-driven individual who thrives in independence, with the discipline to stay focused and productive while working on your own?
As a Financial Planning Administrator or a Paraplanner at entry level, you'll be at the heart of our operations, ensuring the seamless flow of daily tasks that keep our financial planning services running smoothly. Your responsibilities will include:
· Supporting Advisers: Assist our team with the preparation and management of essential documents for client advice, reviews, and general administration.
· Client and Supplier Communication: Engage with clients and suppliers via email to address queries promptly and professionally.
· Implementation and Management: Oversee the implementation of advice recommendations, ensuring that applications for superannuation/pension accounts and insurance providers are handled efficiently.
· Administrative Excellence: Keep our databases (Xplan) and other systems up-to-date, ensuring full compliance with relevant standards.
· Task Management: Schedule appointments, manage multiple tasks, and meet deadlines with ease, all from your home office.
Who We’re Looking For
This role is perfect for individuals who:
· Have experience in paraplanning, specially preparing Statement of Advice for the Australian financial planning industry
· Have experience with Xplan (Wealth Solver, Risk Researcher, and Xtools+)
· Have a background in financial planning, insurance, superannuation, or related fields.
· Are highly organized, detail-oriented, and have a knack for managing multiple tasks.
·Possess strong written communication skills, particularly through email, and have experience in report writing.
· Are self-motivated, independent, and enjoy working in a consistent, routine-driven environment.
· Appreciate the benefits of remote work, such as flexibility, convenience, and the ability to create a personalized work environment.
Working from home isn't always a breeze!
It’s not for everyone—remote work can be monotonous, less interactive, and requires an extra level of discipline to stay focused. But if you’re up for the challenge and confident in your ability to thrive in this environment, this full-time, remote position could be your ideal opportunity to work comfortably from home.
Why You’ll Love Working with Us
· Remote Freedom: Work from home anywhere within Sri Lanka.
· Routine Mastery: Embrace the comfort of a structured, predictable workday that allows you to focus and excel in your role.
· Global Exposure: Gain valuable insights into international financial markets and broaden your professional horizon.
· Incentives & Growth: Enjoy performance-based incentives that reward your dedication and hard work.
· Flexible Hours: While there are deadlines to meet and consistency is key, you'll have the flexibility to adjust your schedule to fit your life.
Ready to Get Started?
We’re looking for someone who can join us immediately. If you’re ready to take the next step in your career, apply now through the link. Successful candidates will be contacted for an interview. Don’t miss the chance to be part of a team that values precision, routine, and remote work flexibility!
Join NAZE Consultancy Group today – where your routine is our rhythm, and your work-from-home lifestyle is our priority.
