Role Dimensions
- Understanding concepts of financial planning.
- Understanding various super, pension, investment and insurance related laws and terminologies.
- Preparation of high-quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients.
- Preparation of cash, super, pension, and investment projections.
- Prepare various Super, insurance, pension, and investment comparisons to assist the financial advisors.
- Collating client data and product information from providers.
- Documenting of all reports and correspondence.
- Preparing financial calculations and detailed cashflow projections for different scenarios.
- Identify and obtain information necessary to complete financial plan.
- Conduct need-analysis for all financial planning clients including insurance, investments, retirement, tax etc.
- Conduct in-depth portfolio analysis to provide client advice regarding portfolio structure and risk analysis.
- Prepare investment strategy charts and investment applications.
- Call Investment, insurance providers to obtain clients investment details.
- Update and maintain all client data on a software.
- Review and analyze statement of advice's prepared by team members.
Primary Responsibility
- Receiving the task from the Advisers
- Capturing the task request into the Smartsheet
- Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)
- Review of End Users details to determine missing information
- Data Collection - Determining & collection of additional information (super & insurance research activity)
- Contacting the adviser for clarification / additional information
- Data entry
- Report Generation & editing
Requirements
Minimum Requirements
- Graduate/Postgraduate in finance or relevant degree
- Understanding of the financial planning process.
- Attention to detail.
- Good report writing skills.
- Strong command over English.
- Ability to work independently and multi task
Knowledge & Skills
- CFP an added advantage.
- Any additional certifications from FPSB, NCFM etc preferred.
- Leadership.
- Sound communication skills.
- Experience using MS-word and excel.
- Strong technical knowledge including insurance, mutual funds, trusts, taxation etc.
- Self-motivated and able to take responsibility for own work.
Benefits
Perks and Benefits (In addition to all the Mandatory Statutory Benefits such as PF, Group Medical, Gratuity etc.) the following perks and benefits are also provided:
• Professional Certifications offered based on interest and career progression.
• Team Building Activities.
• 6 Month's Paid Maternity Leave.
• Professional Development Training programs offered as part of Career Growth.
• Great Rewards and Recognition for star performers.
• Be part of a Centre of Excellence like no other.
• International Travel Opportunities – Travel opportunities to meet with Clients for On-Site training and represent the Company at various Industry Events and Conferences.
• Be part of a Committee of your Choice (ISO, Sustainability, CSR, Training and Development, Health and Wellness, Reward and Recognition, Entertainment and much more).
• Join a World Class Organization that puts employees first.
