Occupation

531932 Paraplanner

Latest release
OSCA - Occupation Standard Classification for Australia
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Reference period
2024, Version 1.0

531932 Paraplanner

Provides administrative and client services assistance, and performs financial planning and analysis for Financial Advisers and planners.

Alternative titles

  • Financial Adviser Assistant
  • Financial Planning Assistant

Skill level: 2

Main tasks

  • Assists with financial advice strategy development and the preparation of legally compliant advice documents
  • Uses financial planning software programs and maintains client records
  • Researches, compares, sources quotes and selects appropriate financial products
  • May develop financial projections and modelling of client circumstances
  • May coordinate and take notes in client meetings, and respond to client queries