Understanding various super, pension, investment and insurance related laws and terminologies.
Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients.
Preparation of cash, super, pension and investment projections.
Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors.
Collating client data and product information from providers.
Documenting of all reports and correspondence.
Preparing financial calculations and detailed cashflow projections for different scenarios.
Identify and obtain information necessary to complete financial plan.
Conduct need-analysis for all financial planning clients including insurance, investments, retirement, tax etc.
Conduct in-depth portfolio analysis to provide client advice regarding portfolio structure and risk analysis.
Prepare investment strategy charts and investment applications.
Call Investment, insurance providers to obtain clients investment details.
Update and maintain all client data on a software.
Employement Category:
Employement Type: Full timeIndustry: BankingFunctional Area: Finance & AccountsRole Category: FinancialRole/Responsibilies: Financial Analyst Required Under PR Visa,Hiring for Abroad
ADAL IMMIGRATIONS IS THE STEERING AND INFORMATION TOOL TO ENSURE A SOOTHING AND UNINTERRUPTED TRANSITION FOR OUR CLIENTS RELOCATING ABROAD. ADAL IMMIGRATIONS IS THE LEADING IMMIGRATION CONSULTANCY FIRM IN INDIA.