Role & responsibilities
Adviser & Administrative Support
Client Onboarding & Compliance Management
CRM & Data Management
Implementation & Operations Support
Financial Planning Documentation Support
Compliance & Administrative Coordination
Preferred candidate profile
Minimum 2 to 5 years of experience in Financial Planning Support, Wealth Management Support, Financial Services Operations, or a related role.
Experience within Australian Financial Services, Wealth Management, or Financial Planning settings is highly preferred.
Exceptional fresh graduates with robust academic backgrounds and excellent communication skills may be considered.
📌 Financial Advisor Telangana (India)
🏢 AIS Technolabs
📍 India
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