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Location

Ahmedabad | India

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Job description

This is a remote position.

• Preparing of high quality financial plans/reports for financial advisors
• Min 2year 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 highquality Statement and Records of Advice(SOA and ROA) documents
• Preparation of cash super pension and investment projections
• Strong attention to detail
• Conduct indepth portfolio analysis
• Experience using MSword and excel templates and Teams
• CRM platform 12 year exp in Advisor Logic Xplan Pluto or equivalent financial planning

Benefits

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

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Job tags

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Salary