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Financial Planner

1.00 to 3.00 Years   Chennai   30 Dec, 2021
CBSI
Job LocationChennai
EducationNot Mentioned
SalaryNot Disclosed
IndustryIT - Software
Functional AreaInvestment Banking / M&A,Sales / BD
EmploymentTypeFull-time

Job Description

Roles and Responsibilities:

  1. Preparation of detailed compliance reports (SOA and ROA).
  2. Implement risk management and tax planning strategies by regular follow-up with banks and service providers.
  3. Maintain Client profile in Financial planning software
  4. Regular communication with Financial Advisors.
  5. Manage good client relationships.
  6. Maintaining fixed register.
The Job role is for Australian Paraplanning. Candidates who doesnt have experience on the same, should attend a one month Training period in Chennai.Industry: Financial Services Functional Area: Finance & Accounting Role Category: FinanceRole: Manager - Financial Planning & AnalysisEmployment Type: Full Time, Permanent ,

Keyskills :
trainingplanningcapital gains taxcustomer relationsfinancial planningrisk managementtax planningfinancemanagementinternational structuringfinancial servicessellingtaxfinancial justificationinsurancecommunicationtrust taxationriskcomplian

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