Financial Planner / Para-planner Jobs in Bangalore - Befree Business Resourcing LLP

Position: PARA‐PLANNER / FINANCIAL PLANNER
The role will be based at Indiranagar , Bangalore
Work timings will be from 07:30 AM to 04:30 PM(1st and 3rd Saturday off)
Job Overview:
‐ Knowledge on Financial markets (services & products).
‐ Preparing Statement Of Advice document, Financial Modeling for international clients suited to clients
needs and information provided.
‐ Continuously monitor clients’ financial situations with detail and accuracy as per the Australian
Legislation on financial markets.
‐ Be able to keep up and learn things quickly in a fast paced environment and effectively manage regular
changing of priorities.
‐ Work on Financial Planning software for making reports.
‐ Basic understanding of Investment and Financial Planning strategies ‐ Communication and
reporting to International office.
Responsibilities and Duties
Job Requirements:
‐ Strong Financial and Analytical skills
‐ Extensive report writing and review of documents
‐ EXCELLENT VERBAL AND WRITTEN COMMUNICATION SKILLS
‐ Interpersonal skills
‐ Must be a self‐starter, problem solver and a goal‐oriented team player
‐ Organized, with strong attention to detail
‐ Knowledge of MS‐Excel, MS‐Word
‐ Accuracy, Resilience and Focused approach
‐ Ability to deliver in strict deadlines
Qualifications and Skills
>Graduate/ Post‐graduate in any Finance/ Economics/ Commerce/ Accounting field with thorough understanding
of financial market.
>0-3 year of experience in Financial Planning/ Financial Services/ Analyst
Benefits
 Continuous training and updating of knowledge in relevant field
 Stimulating work environment
 Excellent long term career growth opportunities
 Continuous learning & development through internal and external training