Looking for Certified Financial Planner

2 days ago

Bengaluru, India Accsource Full time

Assist with the preparation of the statements of advice.
- Assisting the planners in research and development of advice plans.
- Preparation and editing of advice plans.
- Review PDS documentation.
- Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies.
- Management of client portfolios.
- Work with advisers to develop quality advice for clients.
- Working closely with clients to understand their needs, objectives & aspirations and advising them as to strategies to achieve their goals.
- Develop sound budgets and projections for clients.
- Help clients implement their plans and carry out transactions.
- Building trust and maintaining professional relationships with clients, internal & external stakeholders.
- Working within the legislative & technical frameworks for SMSF & Structuring, Managed Funds, Savings, Retirement Planning, Estate Planning, Trusts, Direct Shares, Investments, Centrelink, Debt Management & Aged Care.
- Ensure technical knowledge on investments, superannuation and financial planning is kept up to date.
- Respond to client queries and follow up with adviser, and product suppliers.
- Prepare required information for meetings, presentations and client meetings.

**Salary**: ₹150,000.00 - ₹400,000.00 per year

Schedule:

- Morning shift

Ability to commute/relocate:

- Bangalore, Karnataka: Reliably commute or planning to relocate before starting work (preferred)

Application Question(s):

- Do you have experience in Financial planning?
- Do you have NISM or CFP certification?

**Experience**:

- total work: 2 years (preferred)

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