Senior AU Paraplanner / Admin

Shift : 7 .30 am to 4.30pm

Role Dimensions

• Understanding concepts of financial planning.
• Understanding various super, pension, investment and insurance related laws and terminologies.
• Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients.
• Preparation of cash, super, pension and investment projections.
• Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors.
• Collating client data and product information from providers.
• Documenting of all reports and correspondence.
• Preparing financial calculations and detailed cashflow projections for different scenarios.
• Identify and obtain information necessary to complete financial plan.
• Conduct need-analysis for all financial planning clients including insurance, investments, retirement, tax etc.
• Conduct in-depth portfolio analysis to provide client advice regarding portfolio structure and risk analysis.
• Prepare investment strategy charts and investment applications.
• Call Investment, insurance providers to obtain clients investment details.
• Update and maintain all client data on a software.
• Review and analyze statement of advice’s prepared by team members.

Primary Responsibility

Requirements

Minimum Requirements

Knowledge & Skills

Benefits Perks and Benefits (In addition to all the Mandatory Statutory Benefits such as PF, Group Medical, Gratuity etc.) the following perks and benefits are also provided :

Disclaimer : - The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility (i.e. – Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations.