Paraplanning Administrator

Befree; Gandhinagar; On-site; INR 300,000 - 420,000; Full time

Job summary

Befree in Gandhinagar, India, is seeking a Paraplanning Administrator to support Australian financial advisers with coordinating workflow and preparing client documentation.

You will gather data, assist in drafting Statements of Advice (SOA) and Records of Advice (ROA) across investments, superannuation, and insurance, and keep client files up to date.

The role emphasizes accuracy, timeliness, and compliance, with exposure to global financial services and ongoing professional development.

Qualifications

• Experience supporting financial advisers or clients in paraplanning or back-office roles.
• Ability to prepare Statements of Advice (SOA) and Records of Advice (ROA).
• Strong data gathering and insurance analysis capabilities.

Responsibilities

• Communicate with Australian financial advisers and clients to provide updates and coordinate workflow.
• Draft SOA and ROA documentation across investment, superannuation, and insurance.
• Conduct policy reviews and insurance needs analysis.
• Perform data entry and maintain client records and advice reports.
• Handle administrative tasks and ensure timely, compliant outputs.

Skills

Client communication

SOA/ROA drafting

Policy reviews

Data entry

Administrative tasks

Time management

Tools

SOA drafting tools

CRM software

Data entry systems

Job description

Befree is a globally trusted provider of accounting and finance offshoring solutions. We blend industry expertise with technology and automation to deliver customized, scalable support for businesses worldwide. Headquartered in Gandhinagar, with clients across Australia, the UK, the US, we help practices and businesses enhance efficiency, productivity, and continuity through skilled and certified professionals delivering world-class services. Our delivery centers across 10 cities in India serve as the backbone of our global service delivery network.

Role - Paraplanning Administrator

• Manage daily communication with Australian financial advisers and clients, ensuring clear updates and smooth workflow coordination.
• Prepare and assist in drafting Statements of Advice (SOA) and Records of Advice (ROA) across investment, superannuation, and insurance recommendations.
• Conduct policy reviews, insurance needs analysis, and data gathering for insurance.
• Handle detailed email communication, data entry, and documentation for client files and advice reports.
• Perform a wide range of administrative tasks, including maintaining client records, updating financial information, and organizing workflow.
• Consistently deliver all assigned tasks within strict timelines and client deadlines, ensuring high-quality and compliant outputs.