Senior Paraplanner

WeKonnect

Malabe

Company Description

WeKonnect is a leading outsourcing provider based in Australia, with operations located in Sri Lanka, offering essential services to Australian financial professionals. Our comprehensive range of services includes financial planning, mortgage brokering, accounting and bookkeeping, NDIS, and onshore recruitment. WeKonnect empowers clients to focus on their core competencies while we handle the rest, reducing costs, enhancing efficiency, and maintaining high standards of quality and compliance.

Role Description

This is a full-time hybrid role as a Senior Paraplanner at WeKonnect. As a Senior Paraplanner, your day-to-day tasks will involve assisting financial advisers to finalize strategies and products, writing statement of advice documents, writing record of advice documents, conducting product analysis, market research and financial forecasting through financial systems, and any other ad hoc tasks related to financial planning.

Requirements
• Effective written... More Detail

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