Financial Advisor

1 day ago

Hyderabad, Telangana, India Tech Solutions 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, Initially looking for an Advisers assistant who can assist with daily administration tasks with the view to moving into a paraplanner and/ or financial adviser role in the future. Full training will be provided

Roles and Responsibilities:

  • Financial Planning: Assist in the development and maintenance of 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 super funds and insurance companies to complete a questionnaire
  • Email insurance to 3rd party providers for clients' disclosure purposes (i.e., superannuation and insurance providers)
  • Superannuation review via individual providers
  • Insurance quote comparison
  • Meeting (Record of Advice) preparation
  • Pre-meeting requests and post-meeting summary emails

  • Facilitate the annual insurance review process:

  • Draw insurance quotes

  • Prepare annual review documents

Qualification:

  • Bachelors degree in finance, Accounting, Economics, or a related field (Master's degree or MBA is a plus).
  • 2+ years' 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 conversing
  • 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 A 2-YEAR CONTRACT

b) IF YOU CAN NOT SUBMIT YOUR ACADEMIC ORIGINAL CERTIFICATES

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