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Junior Advice Associate

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

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Job Role
Contract Type
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.


  • 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


  • 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.



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