Senior Associate - Paraplanner

About the job

About us:befree is a leading provider of accounting and finance outsourcing solutions across the globe. Fornearly 18 years, we have been delivering better efficiencies and higher profit margins for thousandsof accountants and finance professionals worldwide. We combine our deep industry knowledge withtechnology and automation to co-create innovative and customized yet scalable outsourcing andautomation solutions. befree is an ISO - 27001 certified company and GDPR compliant, making ouroffices and systems on par with international best practices for information security management.Visit our website to learn more about our amazing culture and employees: https://befreeltd.com/ Role: PARAPLANING - AUSTRALIA Roles and Responsibilities:The Paraplanners role may be broken down into four key parts:A. Preparing and maintaining the client files software entriesB. Understanding and analyzing the recommendations to confirm that the compliancerequirements are metC. Implementing recommendationsD. Review external networks.A. Preparing and maintaining the client file: Generally the Financial Planner would collect the qualitative information (client attitudes,life goals etc.) leaving the Paraplanner to collect all the quantitative detailed informationrequired to compile a financial plan. Specific activities include: Check all compliance paperwork is present Confirm client risk profile is determined Discuss client objectives with planner Identify and obtain the information necessary to compile financial cash flow forecast Compile draft net worth statement; income and expenditure statements and financial Cash flow forecast and discuss with planner.B. Understanding and analyzing the recommendations Identify areas for planning Undertake research both independently and with the Financial Planner to identify suitablesolutions to meet the clients needs Prepare information/comparisons for analysis. Complete current and future net worth and cash flow projection as per therecommendation. Prepare draft recommendation reports to be discussed/signed off by planner.C. Implementing recommendations: Complete application / proposals forms Ensure all compliance paperwork is in order Make changes to clients investments as instructed Implement the chosen investment strategiesD. Review: Organise future planning meetings with client as per the review period. Complete review packs in preparation for client meeting. Review investment portfolio, asset allocation, risk profile etc. Key Skills: Excellent Verbal and Written Communication Skills Strong Financial and Analytical skills Knowledge of MS-Excel, MS-Word Qualifications and Experience: Minimum 1 Yr of experience in Australian Paraplanning. Job Location, Work Timings and Work Model: Chennai, Gandhinagar 7:30 AM to 4.30 PM (IST) and 1st, 3rd, 5th Saturday off Interested candidates can drop their CV to monisha.t@befree.com.au Regards,Monisha TM - 9898837823E - monisha.t@befree.com.au

Who can apply