Junior Analyst - Paraplanner

Colombo (LK)
An above market salary
30 May 2024
30 Jun 2024
Contract type
Full time

Advice Lab is an Australian owned fast-growing back-office solutions provider to the financial planning industry in Australia & New Zealand. Our fuel is team work and we believe that to deliver our purpose efficiently, we are stronger together.

Check out our Instagram & LinkedIn page to find out more about us.

Responsibilities (include but not limited to);

  • Preparation of Statement of Advice for Financial Advisers/planners in Australia
  • Conducting product research and financial modelling and working closely with Financial advisers/planners to develop strategies and advice
  • Maintaining compliance and learning the relevant legislation and financial planning standards
  • Developing an understanding of financial planning process, client needs, software, investment and insurance products, etc.
  • Liaising with Financial Advisers and ensuring that the service provided is as per their requirements and the regulatory requirements.

Must Have

  • Full or Part Qualification related to finance  (ACCA or equivalent)
  • Minimum 06 months' experience in BPO industry/ Banking operations
  • Excellent English reading, writing & speaking skills
  • Strong communication and interpersonal skills
  • Time management skills
  • Able to multi-task
  • Strong work ethic

What's on offer to the right candidate;

  • An above market salary
  • Staff transport allowance
  • ACCA Approved Employer
  • An opportunity to join a fast-growing organisation that works with global clients
  • An opportunity to take on extra responsibility and a step up in your career
  • An amazing workplace culture built on employee driven initiative