Qualification: M.COM/MBA (Finance)/CMA and CA (Inter)/DFP
Experience: 2+ years experience in Australian Paraplanning process, Well versed in Xplan & Advisor Logic
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.
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.
Write to firstname.lastname@example.org
Chennai, Tirunelveli & Bangalore in India.
Regd Office: Buhari Towers, 4th Floor,
No.4 Moores Road, Thousand Lights, Chennai,
Tamil Nadu 600006.
044 2826 0205
Melbourne in Australia.
409, Waverley Road,
Malvern East VIC,
+61 4 0916 4237