Accountant Jobs - Gurgaon - Adviserlogic Software Pvt Ltd

Financial Analyst
Adviserlogic Software Pvt Ltd
2015 - 2016
0 to 1 Years
Adviserlogic Software Pvt Ltd
Last Date 17 Dec 2016

Adviserlogic Software Pvt Ltd - Job Details

Date of posting: 18 Oct 16

Please find below the job description for Financial Analyst position.

Job description:

  • To produce our financial advice reports (statements of advice) and also to do financial modeling. Both the reports and the modeling 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 license 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 license 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.                                                                              


  • Strong verbal and written communication skills. Ability to interface directly with the clients on a regular basis.
  • Applicant should be B’Com. PG Diploma in Financial Planning and Wealth Management or 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 a solid grounding in financial theory and valuation, accounting, financial statement analysis, and business strategy.

Hiring Process : Written-test, Face to Face Interview, Telephonic Interview

Job Role : Accountant

About Adviserlogic Software Pvt Ltd

Adviser Logic is an Australian financial services technology company which customises business solutions for Financial Planners and Risk Advisers.

We implement a customised technology solution with the goal of standardising a business' processes. By adopting Adviser Logic we find our clients

are able to increase productivity of their staff, the quality of their advice and identify the inherent opportunities in their client base. 

This posting is done directly & exclusively on We do not entertain any unsolicited calls or enquiries from any consultants, other portals or TPOs. Notice: This recruitment is FREE. if the recruiter charges any fees, please write us
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Adviserlogic Software Pvt Ltd recruiting Financial Analyst Experienced(0 to 1 Years) candidates in Gurgaon. The Adviserlogic Software Pvt Ltd vacancies for Financial Analyst is filled through Written-test, Face to Face Interview, Telephonic Interview etc.
Adviserlogic Software Pvt Ltd jobs for Experienced(0 to 1 Years) candidates are very common in nature as the company recruits a lot of Experienced(0 to 1 Years) candidates every year based on the skills -Cash Flow, Finance. The candidates with MBA/PGDM, B.Com are selected to full fill the vacancies in Accountant job field. The Experienced(0 to 1 Years) candidates applying for Financial Analyst should have a degree or post-graduation in the required field based on the requirement mentioned. The jobs are available in Full Time basis. When it comes to Adviserlogic Software Pvt Ltd recruitment, Experienced(0 to 1 Years) candidates are mostly chosen for the department Accountant. To learn more about the current jobs and other details, it is better to go through official site of Adviserlogic Software Pvt Ltd and Freshersworld. The Freshersworld is a leading employment portal that researches the official site of Adviserlogic Software Pvt Ltd and provides details about the current vacancies, the application process, selection process, test details, important dates and other information.