Job Openings

Chennai, India

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

Experience: 1-2 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.

Now you are applying for Sr. Paraplanner

Reach us

   Chennai & Bangalore
   +91 44 2826 0205
   +61 03 9075 6705