Job Description

Assist with the preparation of the statements of advice. Assisting the planners in research and development of advice plans. Preparation and editing of advice plans. Review PDS documentation. Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies. Management of client portfolios. Work with advisers to develop quality advice for clients. Working closely with clients to understand their needs, objectives & aspirations and advising them as to strategies to achieve their goals. Develop sound budgets and projections for clients. Help clients implement their plans and carry out transactions. Building trust and maintaining professional relationships with clients, internal & external stakeholders. Working within the legislative & technical frameworks for SMSF & Structuring, Managed Funds, Savings, Retirement Planning, Estate Planning, Trusts, Direct Shares, Investments, Centrelink, Debt Management & Aged Care. Ensure technical knowledge on investments, superannuation and financial planning is kept up to date. Respond to client queries and follow up with adviser, and product suppliers. Prepare required information for meetings, presentations and client meetings.Job Type: Full-timeSalary: ?150,000.00 - ?400,000.00 per yearSchedule:

• Morning shift

Ability to commute/relocate:

• Bangalore, Karnataka: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• Do you have experience in Financial planning?
• Do you have NISM or CFP certification?

Experience:

• total work: 2 years (Preferred)