01Overview
Job description :
We are looking Financial analyst who will be trained to play a paraplanner role who would be working closely with Financial Advisors and help them in analysing client situations and create various deliverables for clients.
As such you will be required to speak with Advisers and product providers to determine any flaws and suggest suitable recommendations. We are looking for someone with strong communication skills and a problem-
solving mind-set.
The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate key themes and discoveries to company leadership.
Role Dimensions :
Providing support to Financial Advisors for collecting data from clients, creating financial
plans, implementing recommendations, preparing investment plans, analyzing various scenarios and preparing other deliverables for clients
Liaising with product providers and other relevant third parties
Ensuring that all regulatory and compliance standards are met
Ensuring that all client requirements are followed through to the appropriate conclusion
Managing, recording and monitoring Client annual reviews on behalf of the Financial Advisors
Assisting the Financial Advisors with client presentations and any other activities as agreed
The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.
Qualifications :
MBA specializing in Finance or Bachelors degree in accounting, Economics, or Finance or
equivalent experience
1 - 3 years' financial analysis and modelling experience
Advanced knowledge of Ms Office(Excel, word etc)
Candidate should have good knowledge in finance
Previous experience/internships in financial services preferred .
