Financial Analyst Required Under PR Visa Hiring for Abroad

Financial Analyst Required Under PR Visa Hiring for Abroad

Adal Immigrations LLP
2-7 years
2000000 - 5000000 INR

Job Description

  • Understanding concepts of financial planning.
  • 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.

'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. Our firm is committed to providing reliable and professional assistance to its worldwide clients who are seeking to work, study, and visit globally on permanently or temporarily basis. We ventured into this industry with high standard client relations. Adal immigration is authorized by the ministry of corporate affairs (MCA) under Indian government. We are proud to say that our clients exist in different parts of the world and that we are able to manage/substance with a huge success rate.'

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