Shift: 7.30 am to 4.30pm
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nRole Dimensionsn
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- Understanding concepts of financial planning.n
n - Understanding various super, pension, investment and insurance related laws and terminologies.n
n - Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients.n
n - Preparation of cash, super, pension and investment projections.n
n - Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors.n
n - Collating client data and product information from providers.n
n - Documenting of all reports and correspondence.n
n - Preparing financial calculations and detailed cashflow projections for different scenarios.n
n - Identify and obtain information necessary to complete financial plan.n
n - Conduct need-analysis for all financial planning clients including insurance, investments, retirement, tax etc.n
n - Conduct in-depth portfolio analysis to provide client advice regarding portfolio structure and risk analysis.n
n - Prepare investment strategy charts and investment applications.n
n - Call Investment, insurance providers to obtain clients investment details.n
n - Update and maintain all client data on a software.n
n Review and analyze statement of advice's prepared by team members.
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Primary Responsibility
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- Receiving the task from the Advisersn
n - Capturing the task request into the Smartsheetn
n - Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)n
n - Review of End Users details to determine missing informationn
n - Data Collection - Determining & collection of additional information (super & insurance research activity)n
n - Contacting the adviser for clarification / additional informationn
n - Data entryn
n - Report Generation & editing
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nMinimum Requirements
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- Graduate/Post Graduate in finance or relevant degree.n
n - Minimum 2-3 years of experience within the financial planning domain
n n- Understanding of the financial planning process.n
n - Attention to detail.n
n - Good report writing skills.n
n - Strong command over English.n
n - Ability to work independently and multi task
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Knowledge & Skills
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CFP an added advantage.n
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Any additional certifications from FPSB, NCFM etc preferred.n
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Leadership.n
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Sound communication skills.n
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Experience using MS-word and excel.n
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Strong technical knowledge including insurance, mutual funds, trusts, taxation etc.n
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Self-motivated and able to take responsibility for own work.
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Perks and Benefits (In addition to all the Mandatory Statutory Benefits such as PF, Group Medical, Gratuity etc.) the following perks and benefits are also provided:
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Professional Certifications offered based on interest and career progression.n
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Team Building Activities.n
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6 Month's Paid Maternity Leave.n
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Professional Development Training programs offered as part of Career Growth.n
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Great Rewards and Recognition for star performers.n
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Be part of a Centre of Excellence like no other.n
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International Travel Opportunities Travel opportunities to meet with Clients for On-Site training and represent the Company at various Industry Events and Conferences.n
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Be part of a Committee of your Choice (ISO, Sustainability, CSR, Training and Development, Health and Wellness, Reward and Recognition, Entertainment and much more).n
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Join a World Class Organization that puts employees first.
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Disclaimer: - The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility (i.e. Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations.
