Intern - Paraplanning

Assist in analyzing client financial information—such as assets, income, liabilities, and investments—to support the creation of financial plans under the guidance of experienced team members.
Help research and evaluate financial data, market trends, and investment options to support advisers with relevant insights and recommendations.
Support the maintenance of accurate client records, reports, and documentation in line with internal standards and compliance requirements.
Work closely with advisers and paraplanners to understand client needs and help respond to client questions or information requests.

The candidate should be able to work on-site according to the Australian calendar and shift.
Bachelor's degree in Finance, Economics, Business, or related field and/or a recognized professional qualification such as CA Sri Lanka, CIMA, ACCA, CMA, or AAT.
Strong analytical skills with the ability to interpret complex financial data.
Excellent written and verbal communication skills.
Strong problem-solving ability, attention to detail, and a proactive mindset.
Strong focus on accuracy, completeness, and compliance in all deliverables.
Ability to identify potential risks or process inefficiencies and contribute to solutions and improvements.