Skills
Document Preparation (Google Docs, MS Word) and Spreadsheet Management (Google Sheets, Excel)
6 Months to 1 Year
Attention to detail and accuracy
6 Months to 1 Year
Data entry , Email and calendar management Scheduling appointments and meetings , file organization ,Travel planning and coordination
Less than 6 Months
Paraplanner
Less than 6 Months
Experience highlights
Paraplanner
Solara Wealth
·
November/2025
–
Present
As a Paraplanner at Solara Wealth, I prepared comprehensive financial plans and Statement of Advice (SOA) documents covering investments, insurance, retirement, and estate strategies. I also liaised directly with clients to gather financial information, update records, and ensure accurate data entry.