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"Financial Analyst

Gurgaon, HR
Job Code:
  • IT
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Job Details

Job description To produce our financial advice reports (statements of advice) and also to do financial modelling. Both the reports and the modelling are done by using our financial planning software. Supporting Advice Using file notes produced by the Financial Planner and information contained in Adviser logic software Production of Statement of Advice (SOA) documents using templates in application and Word, in line with adviser licensee standards. Production of long term cash flow and asset projections using Adviser logic software application. Exporting these projections to Excel to enable easy presentation to clients; Production of Record of Advice (ROA) documents. Ensuring SOA templates are kept up to date in line with licensee standards and current legislation. Review the impact on our investment model portfolios and recommend changes as required from guidance received. Production of client review documents using Adviser logic software and word templates. Technical keeping up to date with products being regularly recommended to clients via product provider updates Supporting Administration / New Business Following up 3rd party authority forms via call with companies for superannuation, insurance and other policies and completing of file notes with the information obtained. QualificationStrong verbal and written communication skills. Ability to interface directly with the clients on a regular basis.Applicant should be BCom. PG Diploma in Financial Planning and Wealth Management or CA/MBA in finance with 1+ year s relevant Financial Services experience. CFP (qualified or pursuing) would be an added advantage.Strong background in finance, with solid grounding in financial theory and valuation, accounting, financial statement analysis, and business strategy.
Degree: MBA/ PGDM

Additional Degree: B.Com. (Commerce)

Experience: 0-1


Financial Analysis
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