Junior Financial Analyst (Paraplanner) Jobs at Advice Lab in Colombo, Western Province

Published 10 months ago

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Advice Lab company opens jobs for Junior Financial Analyst (Paraplanner) positions in the Western Province region. The type of work we provide is Full-time.

The criteria for the employees we need are having common and adaptable (for details, you can ask the company) skills with beginners or seniors experience, as well as employees who are honest, disciplined and responsible.

The Headhunters company itself is engaged in sejenis, of course if you are interested in applying for this company, you can register immediately.

Job Information

Company:Advice Lab
Position:Junior Financial Analyst (Paraplanner)
Region:Western Province, Colombo - Western Province
Employment Type:Full-time

Job Description

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
  • Assist Financial advisers in determining the best strategies for clients based on their risk appetite, financial situation, and goals.
  • Maintaining compliance and learning the relevant legislation and financial planning standards regulated by authorities such as ASIC and APRA.
  • 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

  • Bachelor’s Degree in Finance or related field (Commerce, Business Administration, Management)
  • Minimum 6 months of work experience and/or professional qualification such as ACCA or CIMA
  • Excellent English reading, writing & speaking skills
  • Strong communication and interpersonal skills
  • Time management skills
  • Able to multi-task
  • Strong work ethic
  • Experience in similar field (Optional)

What’s on offer to the right candidate;

  • An above market salary
  • ACCA Approved Employer
  • CIMA Approved Employer
  • Career Growth
  • An opportunity to join a fast-growing organisation that works with global clients
  • An amazing workplace culture built on employee driven initiative
  • Transport allowance

Benefit

  • Bonus for overtime
  • Gain experience
  • Comfortable work environment

Job Application Information

The information we provide above may be updated suddenly, please keep looking for complete information via the "Apply Now" button or on the official website of the company Advice Lab, so as not to find unwanted events ^_^.

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Company Information

Advice Lab

Industry:

Advice Lab is a consulting firm specialized in providing organizations with insightful advice and solutions tailored to their specific needs. Our mission is to leverage our extensive experience and knowledge in order to provide our clients with the highest quality services and products. Our team consists of highly qualified professionals who have proven track records in their respective areas of expertise. With our vast network of resources, we are able to draw upon the best of the best in the business in order to create solutions that deliver results.

At Advice Lab, we always strive to create value for our clients, through our innovative services and products that deliver on their expectations and goals. Our team of specialists have accumulated valuable market knowledge and expertise through various industry engagements, which enables us to fully understand the nature of the challenges our clients are facing. We are committed to providing our clients with fresh perspectives and solutions, to address their specific needs and maximize their return on investment.

Our focus is on developing highly effective solutions that deliver tangible results, in a cost effective and timely manner. We use our extensive experience to ensure that our clients get the best return on their investment. By leveraging our resources and expertise, we are able to develop innovative and effective solutions that enable our clients to reach their goals.

Advice Lab provides insightful solutions, tailored to your individual goals and objectives. Our team of professionals is dedicated to delivering quality work that is efficient and reliable, so that our clients can achieve the best possible results. We strive to empower our clients with the knowledge and resources they need to succeed.

Check other vacancies from the company: Advice Lab