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Location

Gujarat | India

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Job description

This is a remote position.

• Preparing of high quality financial plans/reports for financial advisors
• Min 2-year exp. within the financial planning/Investment/Insurance
• Understanding of Australian Corporations Act 2001, Regulatory guidelines,
• Privacy Act 1988, Money Laundering Act 2022, Record Keeping etc
• Understanding of the financial planning process and procedures
• Technical knowledge, including insurance, mutual funds, trusts, taxation etc
• Regular communication with Financial Advisors
  
• Manage good client relationships.

Requirements

• Preparation of high-quality Statement and Records of Advice(SOA and ROA) documents
• Preparation of cash, super, pension and investment projections
• Strong attention to detail
• Conduct in-depth portfolio analysis
• Experience using MS-word and excel, templates and Teams
• CRM platform 1-2 year exp in Advisor Logic, Xplan, Pluto or equivalent financial planning

Benefits

• Work from home opportunity
  
• Negotiable Pay rate based on experience
  
• Mon-Friday 7:30 AM IST - 04:30 AM IST
  
• All Saturdayoff

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Job tags

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Salary