Junior Executive Paraplanning | Advice Support Executive
Human Resources / Recruitment / Training
About the Employer
Job Description
Advice Support Executive / Junior Executive Paraplanning
Location: Colombo
Employment type: Full-Time | On-site
Junior Executive Paraplanning
The Role: As a Paraplanner, you'll collaborate with our expert Financial Planners, transforming data into tailored strategies by preparing Statements of Advice (SOAs). Dive into market research, craft comprehensive reports, and contribute to creating seamless financial futures. If you're a detail-oriented communicator with a passion for finance, apply today to shape the world of wealth management!
Key Responsibilities:
- Preparation of Statement of Advice (SOAs) and Records of Advice (ROAs).
- Understanding and meeting the required deadlines when submitting plans.
- Conducting product research and financial modelling.
- Assist Financial advisers in determining the best strategies.
- Maintaining compliance and learning the relevant legislation and financial planning standards regulated by authorities such as ASIC and APRA.
- Developing an understanding of financial planning process, client needs, software, investment and insurance products, etc.
- Liaising with Financial Advisers and ensuring that the service provided is as per their requirements and the regulatory requirements.
Advice Support Executive
We are seeking a motivated and detail-oriented individual to join our team as a Financial Planning Support Staff. As a Financial Planning Support Staff, you will be playing a crucial role in assisting the financial planning team with various administrative and analytical tasks and supporting the Australian financial planners in providing top-notch financial advice and services to their clients.
Key Responsibilities:
- Assist financial planners in preparing for their client meetings, gathering necessary financial information, and presenting client inquiries professionally and promptly.
- Maintain strong client relationships by providing exceptional service and communication.
- Stay up-to-date with financial regulations and assist in ensuring compliance with industry standards.
- Handle administrative duties, including scheduling appointments, managing calendars, and preparing reports.
- Maintain and organize financial data, including statements, reports, and documents. Ensure data accuracy and confidentiality.
Qualification: Minimum 01 year experience in BPO industry/ Banking operations. Degree / Professional qualification related to Finance (CIMA and ACCA students who wish to get their practical training agreements signed are encouraged to apply).
Send your CV to: [email protected]
Please clearly mention the job role in the subject line of the email. Only shortlisted candidates will be contacted
Advice Lab No.75, Keththaram Mawatha, Colombo 14
