Job Description

WE ARE HIRING

JUNIOR/SENIOR FINANCIAL ANALYSTS

WeKonnect is a leading outsourcing provider based in Australia, offering essential services to Australian financial professionals. Our operations are strategically located in Sri Lanka, enabling us to deliver top-notch services worldwide. We offer a comprehensive range of services, including financial planning outsourcing, mortgage brokering outsourcing, NDIS outsourcing and digital marketing.

This is a full-time hybrid role for a Junior/Senior Financial Analyst at WeKonnect. The Junior/Senior Financial Analyst will be responsible for providing virtual administrative assistance to Australian Financial Advisers. Key responsibilities include gathering client information, updating financial platforms, conducting market research, preparing financial reports, supporting financial decision-making and implementing financial advice.

CANDIDATE PROFILE:

• Impeccable English speaking and writing skills are a must.
• High Computer Literacy (MS Word, MS Excel, MS, Teams, SharePoint, CRMs, All tools, etc.).
• Independent and a quick learner.
• Excellent analytical skills and high attention to detail.
• Previous experience in paraplanning or financial planning services is a major advantage.
• Bachelor’s degree in Finance, Economics, or related field is a major advantage.
• Ability to work from 6.30 am to 3.30 pm is essential.
• Ability to work according to Australian Calendar is required.

BENEFITS:

• A remuneration package above market standards, including monthly performance-based incentives.
• Opportunities for professional development and growth.
• Supportive and collaborative team culture.
• Access to cutting-edge tools and technologies.
• Regular team-building activities and events.
• Recognition and rewards for outstanding performance.

If you are a proactive, organized, and efficient professional looking to support financial advisers in a dynamic and supportive work environment, we encourage you to apply. Join us in providing top-notch administrative assistance and helping financial advisers achieve their goals.

Send your CV to: info@wekonnect.com.au

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