• We are looking for Sr. Paraplanners to work in the area of preparation of compliance report for Australian Paraplanning with 1-2 yr of experience.
• The incumbent should have strong analytical and relationship management skills.
• He/ She should also be equipped with excellent verbal/non-verbal communication skills.
• In this role, you will be required to prepare detailed compliance reports, helping adviser to develop new planning strategies, sound knowledge in SMSF concepts , maintain client profile in financial software, regularly communicate with financial advisors and maintain a good relationship with clients.

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. Roles Responsibilities Preparation of detailed compliance reports (SOA and ROA).
• Implement risk management and tax planning strategies by regular follow-up with banks and service providers.
• Sound knowledge in SMSF concepts Maintain Client profile in Financial planning software Regular communication with Financial Advisors.
• Manage good client relationships. Maintaining fixed register APPLY