Overview

Job description
Planlogic is looking for highly-driven individuals to launch our Indian operation. In your role as Analyst Personal Finance, you will be instrumental in enabling financial advisers in Australia to deliver compliant advice solutions, while providing the best possible experience for our advisers. A thorough understanding of finance is not required, we hire for attitude and train for skill. We will provide you with a comprehensive training program to prepare you for the role, but we expect you to bring a growth mindset, and above all, a commitment to excellence.

Graduates are encouraged to apply.

In this role, you will need to:

  • Create advice documents (Statements of Advice and Records of Advice) for financial advisers in Australia.
  • Conduct product research and financial modelling using relevant financial planning software.
  • Learn and stay updated on the compliance requirements and financial planning standards in Australia.
  • Play an important role in the advice production process and the broader financial planning process to enable profitable advice delivery for financial advisers.

To be successful, you will need:

  • A strong work ethic – be dependable and responsible
  • Meticulous attention to detail
  • Out-of-the-box thinking and an appetite to solve complex problems

Requirements:

  • An undergraduate degree or professional qualification
  • Impeccable English speaking and writing skills

Role: Finance – Other
Industry Type: Analytics / KPO / Research
Department: Finance & Accounting
Employment Type: Full Time, Permanent
Role Category: Finance

Education:
UG :Diploma in Management, B.Com in Any Specialization, B.B.A/ B.M.S in Any Specialization

Key Skills:
personal finance, spoken english, writing skills
Financial Research, financial modelling, financial planning

 

About Planlogic

Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia. We have perfected the art of creating advice documents and have delivered more than 10,000 documents to 200 advisers over the last 10+ years. We leverage tech-enabled delivery models that adhere to compliance requirements and allow advisers to have stronger, more meaningful relationships with their clients. Supporting our advisers allows us to live by our mantra of 'enabling people to achieve financial freedom and live their best life'.

Company Info
Website:- https://www.planlogic.com.au/
Address:- Mahatma Gandhi Road , BANGALORE, Karnataka, India