At Planlogic we design financial planning solutions and simplify the advice process for financial advisers throughout Australia. We are seeking outstanding individuals to join our team in Colombo, providing backend support to financial advisers. Thorough understanding of finance is not required. Our recruitment philosophy is to hire for attitude and train for skill. In depth training will be provided on key concepts and regulations around financial planning and admin services.
Responsible for analysing client financial situations, reviewing strategies recommended by advisers and ensuring it is in line with compliance requirements. You will also be required to prepare Statement of Advice (SoA) and Record of Advice (RoA) documents and modify them as per adviser requirements. This will include working on financial planning software, completing financial modeling and comparing different scenarios for the client.
- Degree qualified or similar
- High attention to detail
- Impeccable English speaking and writing skills
- Proactive and willing to work in a challenging environment
- Quick learning ability