Financial Advisor

1 day ago

Hyderabad, India Elworthy Financial Group Full time

Job description

Join the team of an Australian-based company providing office management services for small to medium- sized businesses.

Our CLIENT is a Financial planning company based in Australia. He is initially looking for an assistant to an adviser who can assist with daily administrative tasks, with the view to moving into a paraplanner and/or financial adviser role in the future. Complete training will be provided.

Roles and Responsibilities:

  • Financial Planning: Assist in developing and maintaining financial models, forecasts, and budgets.
  • Work closely with Support Staff and Paraplanners to generate compliant Advice.
  • Perform Ad-Hoc financial analysis and projects as required by senior management.
  • Onboarding new clients onto CRM
  • Prepare calculations for the advisor.
  • Book client meetings
  • Calling existing superfunds and insurance companies to complete a questionnaire
  • Document Saving
  • Data Entry
  • Email issuance to 3rd Party providers for client disclosure purposes (i.e. Super & Insurance providers)
  • Superannuation Review via individual providers
  • Superannuation Comparison within CRM
  • Insurance Quote Comparison
  • Meeting (Record of Advice) Preparation
  • Pre-Meeting Request and Post-Meeting Summary emails

Qualification:

  • Bachelor's degree in finance, Accounting, Economics, or a related field (Master's degree or MBA is a plus).
  • 2 year of experience working in the industry within financial planning/advice
  • Strong analytical skills with the ability to interpret complex financial data.
  • Proficiency in financial modelling, forecasting techniques,
  • Must be proficient in Word, Excel/Google Sheets.
  • High level of English comprehension and conversational skills
  • Excellent communication and presentation skills to effectively convey financial information to non-financial stakeholders.
  • Attention to detail and a proactive approach to problem-solving.
  • Previous experience in the Australian financial planning sector would be advantageous.

DO NOT APPLY FOR THIS JOB:

a) IF YOU CAN NOT SIGN 2 YEAR CONTRACT

b) IF YOU CAN NOT SUBMIT YOUR ACCADEMIC ORIGINAL CERTIFICATES

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