Senior AU Paraplanner

Job Description

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

CFP an added advantage.

Any additional certifications from FPSB, NCFM etc preferred.

Leadership.

Sound communication skills.

Experience using MS-word and excel.

Strong technical knowledge including insurance, mutual funds, trusts, taxation etc.

Self-motivated and able to take responsibility for own work.

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.

Requirements

Minimum Requirements Graduate / Post Graduate in finance or relevant degree Understanding of the financial planning process. Attention to detail. Good report writing skills. Strong command over English. Ability to work independently and multi task Knowledge & Skills CFP an added advantage. Any additional certifications from FPSB, NCFM etc preferred. Leadership. Sound communication skills. Experience using MS-word and excel. Strong technical knowledge including insurance, mutual funds, trusts, taxation etc. Self-motivated and able to take responsibility for own work.