Analyst - Personal Finance

At Planlogic, we design financial planning solutions which simplify the advice process for financial advisers throughout Australia.

We are looking for highly driven individuals to join our growing team in Colombo. You will be required to partner with our advisers and transform their recommendations into actionable financial plans.

A thorough understanding of finance is not required. Our recruitment philosophy is to hire for attitude and train for skill. In-depth training will be provided on key concepts and regulations around financial planning and admin services.

Responsibilities

Responsible for analysing client financial situations, reviewing strategies recommended by advisers and ensuring it is in line with compliance requirements. You will also be required to prepare Statement of Advice (SoA) and Record of Advice (RoA) documents and modify them as per adviser requirements. This will include working on financial planning software, completing financial modeling and comparing different scenarios for the client.

Key Requirements

  1. Degree qualified or similar
  2. Impeccable English speaking and writing skills
  3. Meticulous attention to detail
  4. A commitment to excellence
  5. A growth mindset