Paraplanner

Support our advisory team by preparing accurate, insightful financial plans and helping deliver an exceptional client experience.

Why join this team?

• Contribute to a client‑centric environment focused on holistic financial planning
• Work closely with experienced financial advisors in an established, professional setting
• Be part of a team dedicated to delivering high‑quality, personalized financial solutions
• Gain exposure across life insurance, investments, retirement, and estate planning

What you will be doing:

Financial Plan Preparation

• Gather and organise client data (income, assets, liabilities, insurance)
• Update policy documents and perform relevant downloads
• Draft comprehensive financial plans across multiple product providers
• Prepare comparisons for existing and proposed Life, Investment, and Dreaded Disease products