Minimum of 2 years' work experience in a similar role is mandatory. Please refer to the job advert for further information.
Associate Adviser
Company Profile
Freedom Business Services (Pvt) Ltd is a fully owned subsidiary of Freedom Finance Australia that is engaged in the financial planning industry in Australia. Freedom Business Services provides offshore support for the business activities of the organization.
Job Overview
The Associate Adviser provides administrative, research, and client support to Financial Advisers, ensuring the efficient delivery of financial planning services. The role involves managing client communications, preparing reports and documentation, conducting product research, and maintaining accurate records across various systems. The ideal candidate will possess strong organizational, analytical, and communication skills, with the ability to work in a fast-paced environment while delivering a high standard of client service.
Responsibilities
- Handle non-advice related queries and correspondence from clients via phone calls and emails.
- Provide full administrative support and assistance to the designated Financial Adviser.
- Coordinate and prepare required documentation for new and existing clients.
- Prepare client reports and statements as required.
- Conduct research and analysis on current and recommended products.
- Prepare quotes for insurance recommendations.
- Ensure necessary documents are uploaded to the relevant platforms following confirmations from the client and adviser.
Requirements
- Degree or HND in Management, Finance, or a related field.
- Excellent command of spoken and written English.
- High proficiency in MS Word and MS Excel is mandatory.
- Experience with Zoho would be an added advantage.
- Minimum of 2 years' work experience in a similar role is mandatory.
- Experience in Finance, Audit, or a BPO-related role would be an added advantage.
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