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 adviceâs prepared by team members.
Primary Responsibility
- Receiving the task from the Advisers
- Capturing the task request into the Smartsheet
- Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)
- Review of End Users details to determine missing information
- Data Collection - Determining & collection of additional information (super & insurance research activity)
- Contacting the adviser for clarification / additional information
- Data entry
- Report Generation & editing
Requirements
Minimum Requirements
- Graduate/Post Graduate in finance or relevant degree
- Understanding of the financial planning process.
- Attention to detail.
- Good report writing skills.
- Solid command over Eng
📌 Sr - Paraplanner (Bengaluru)
🏢 Valenta AI
📍 Bengaluru
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