Junior Analyst - Paraplanner

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