Job Description

Job description

Key Responsibilities:

- Assist with the coordination of Adviser appointments

- CRM database management and general data entry

- Perform research tasks relating to superannuation, insurance, and investments

- Prepare documentation and reports for clients and Advisers

- Lodgement of superannuation, insurance and investment applications

- Management of advice implementation

- Liaise with advisers, investment managers, insurance providers, platform administrators and superannuation funds to deliver outcomes for clients

- Support sales and marketing activities

The successful candidate will have:

- A desire to help people

- Excellent verbal and written communications skills

- High level of attention to detail and accuracy

- Ability to collect and analyse information, problem solve and make informed decisions

- Strong desire to learn and further develop your knowledge and skills

Desired Education Qualification

- Graduate

- Excellent Communication skills

- Knowledge or experience in a financial planning discipline will be an added advantage.

What's on offer:

- Professional, supportive and friendly culture

- Receive personal one-on-one training from experienced members of the team.

Job Types: Full-time, Permanent

Pay: ?25,000.00 - ?30,000.00 per month

Ability to commute/relocate:

Thoraipakkam, OMR, Chennai - 600096, Tamil Nadu: Reliably commute or planning to relocate before starting work (Required)
Experience:

total work: 2 years (Required)
Work Location: In person

Application Deadline: 31/07/2025
Expected Start Date: 01/09/2025