Analysts – Personal Finance (Paraplanning) (Colombo, Sri Lanka) Live Apply Now

Job Details

Company Details

Job Introduction

One of our reputed clients is seeking detail-oriented and analytical individuals for the position of Analysts – Personal Finance (Paraplanning) to support Australian Financial Advisers. The role involves preparing compliant, technically accurate financial planning documents and research outputs while maintaining high quality standards, turnaround times, and strict client confidentiality.

Job Description

• Prepare compliant and technically accurate financial planning documents.
• Assist Australian Financial Advisers with research and financial analysis.
• Conduct financial product comparisons and strategy research.
• Prepare Statements of Advice (SOA) and supporting documentation.
• Ensure all documentation meets regulatory and compliance standards.
• Maintain high accuracy, quality, and turnaround times.
• Handle confidential client financial information with discretion.
• Support advisers with portfolio reviews and financial modelling tasks.

• Competitive salary package.
• Opportunity to work with Australian financial planning professionals.
• Structured training and career development opportunities.
• Exposure to international financial markets and compliance standards.

Job Requirements

• Degree or professional qualification in Finance, Accounting, Economics, or related field preferred.
• Prior experience in paraplanning, financial planning support, or finance-related roles will be an advantage.
• Freshers are encouraged to apply.
• Strong analytical and numerical skills.
• Excellent written English skills with strong attention to detail.
• Good understanding of financial concepts, investments, and superannuation (preferred).
• Ability to work independently and meet strict deadlines.
• Strong MS Excel and documentation skills.

How to Apply?

Email your CV to: local@manpowersrilanka.com

Call: 0117 387 882 | 0117 387 883