This role has a high level of AI exposure. While some human skills are required, many tasks could be automated or replaced by new technology.
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They help prepare financial documents, reports, and strategy recommendations, ensuring compliance with industry regulations and internal standards. Their responsibilities often include conducting product research, data entry, maintaining client records, and assisting in the preparation of Statements of Advice (SOAs).
While they do not provide direct financial advice, Paraplanning Assistants play a critical behind-the-scenes role in streamlining the advice process and ensuring that all supporting materials are accurate and complete. This position requires strong attention to detail, excellent organisational skills, and a foundational understanding of financial planning processes and terminology.
