Qualification: M.COM/MBA (Finance)/CMA and CA (Inter)/DFP

Experience: 2+ years experience in Australian Paraplanning process, Well versed in Xplan & Advisor Logic

Preferred Skills:

• Should have interest in research and analyzing financial concepts.

• Should have good analytical skills

• Should have excellent verbal and non-verbal communication skills.

• Sound knowledge in Australian Financial Planning concepts and software.

• Well versed in MS Office.

• Should be good team player.

Job description:

• Prepare detailed compliance reports (SOA and ROA).

• Regular communication with Financial Advisors.

• Sound Knowledge in Financial Planning concepts.

• Manage good client relationships.

• Train newcomers in the team.

• Sound knowledge in SMSF concepts.

• Update time spent for each job.

• Ensure adherence to best practices and overall process deliverables.

• Share learning's with Team and Team Leader.

• Troubleshoot complex jobs with the help of Team Leader or Project Director.

• Attend all training assigned by the Team Leader or Project Director.

• Understand and contribute to the QC checklist.