Paraplanner Jobs at Freedom Business Services in Colombo, Western Province

Published 5 months ago

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Freedom Business Services company opens jobs for 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 estimated salary offered by this company is quite competitive around රු. 11,000 - රු. 29,000 (per month). However, the salary can go up or down depending on the company that decides it.

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:Freedom Business Services
Position:Paraplanner
Region:Western Province, Colombo - Western Province
Employment Type:Full-time

Job Description

Company Overview

Freedom Business Services (Pvt) Ltd is a fully owned subsidiary of Freedom Finance Australia that is engaged in the financial planning industry in Australia. Freedom Business Services provides offshore support for the business activities of the organization.

Job Overview

You will be responsible to write templated financial plans in accordance with the specified recommendations of our financial advisers. Further, will be involved with certain administrative tasks involved in servicing our clients. You are also expected to provide superior customer service to the financial advisers by way of producing Statements of Advice (SoA) that are duly reviewed in order to obtain a final sign off from the end-customer, understand key financial concepts and financial strategies, laws and regulations around financial planning set out by Australian Securities and Investments Commission (ASIC) in Australia. You should have excellent knowledge of insurance and investments-related products in the Australian financial market while continuously and frequently updating yourself around changes in the financial and regulatory environment.

Responsibilities:

  • Writing & reviewing templated financial planning “Statement of Advice” (SoA) documents
  • Supporting Associate Advisers with the existing client base
  • Work on multiple online systems and platforms to generate Financial Planning templates
  • Make necessary changes based on the adviser preferences
  • Add Financial Modeling & Projection to the SoA’s

Educational Qualifications & Experience:

  • Degree in Management, Accounting, Finance or similar or partly qualified in CIMA/AAT/ACCA, Chartered, Banking etc.
  • Strong communication and interpersonal skills
  • Excellent reading, writing, and speaking skills in English
  • High attention to detail
  • Exceptional knowledge of the Microsoft Office suite, particularly Word and Excel

The benefits Freedom offers,

  • Flexi Working Arrangements
  • Overseas training facility

The remuneration package will be market-based and depend on the qualification and experience within a similar capacity.

If you are the ideal candidate, apply for the job post via LinkedIn or by clicking the form link below,

Form: https://forms.gle/xenwqe9JmDZJNZdL8

Benefit

  • Comfortable environment
  • Taught when starting work
  • Salary bonus if there is overtime

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 Freedom Business Services, so as not to find unwanted events ^_^.

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Company Information

Freedom Business Services

Industry:

Freedom Business Services is a professional business services firm specializing in financial, accounting, technology, administrative, and consulting services. Our mission is to provide solutions that empower our clients to reach their full potential. We accomplish this by efficiently delivering highly-integrated, tailored solutions tailor-made to the needs of our diverse range of clientele. Our core services include bookkeeping, payroll, taxes, consulting, and software implementation. We also offer specialized services such as debt restructuring, asset and investment management, and business process optimization. Our team of experienced industry professionals possess a variety of technical and business skills to meet all of your business needs. By leveraging our expertise, we are able to deliver value-added solutions that maximize efficiency and maximize return on investment.

Check other vacancies from the company: Freedom Business Services