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Junior Advice Associate

Employer
Advice Lab
Location
Sri Lanka (LK)
Salary
Not advertised
Closing date
May 9, 2024

View more

Job Role
Other
Sector
Other
Contract Type
Contract
Hours
Full Time
Level of qualification
CIMA, Other

Job Details

We are seeking a motivated and detail-oriented individual to join our team as a Financial Planning Support Staff. As a Financial Planning Support Staff, you will be playing a crucial role in assisting the financial planning team with various administrative and analytical tasks and supporting the financial planners in providing top-notch financial advice and services to their clients

Who are we?

At Advice Lab, we offer outsourced solutions for financial planners in Australia to help increase efficiency & reduce costs. Our services include paraplanning, admin & digital marketing.

Requirements

  • Degree / Professional qualification in relevant field or Currently reading or completed CIMA or ACCA (preferable)
  • Fresh graduates and undergraduates with internship experience (at least 6 months) - preferable
  • Ability to communicate advice and concepts in both written and verbal formats in English
  • Team player

Responsibilities

  • Assist financial planners in preparing for their client meetings, gathering necessary financial information, and addressing client inquiries professionally and promptly.
  • Maintain strong client relationships by providing exceptional service and communication.
  • Stay up-to-date with financial regulations and assist in ensuring compliance with industry standards.
  • Handle administrative duties, including scheduling appointments, managing calendars, and preparing reports.
  • Maintain and organize financial data, including statements, reports, and documents. Ensure data accuracy and confidentiality.

 

Company

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