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Advice Associate

Full Time
Colombo, Sri Lanka
Posted 3 weeks ago

For the past decade, Planlogic has simplified and improved the financial advice process in Australia. As advice production specialists, we partner with financial advisers in Australia to transform their insights into actionable financial plans.

We are looking for highly driven individuals to join our growing team in Colombo. You will play a pivotal role in supporting our advisers through the implementation and ongoing administration of their clients’ financial strategies.

Prior work experience is not required – we hire for attitude and train for skill. We will provide you with everything you need, but we expect you to bring a growth mindset, and above all, a commitment to excellence.

To be successful, you will need:

  • Completed GCE / IGCSE A-level exams, or currently reading for a degree in Management, Accounting, Finance or equivalent professional qualification
  • A strong work ethic – be dependable and responsible
  • A meticulous attention to detail
  • Impeccable English speaking and writing skills

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