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 Profile
The Associate Financial Planning role involves supporting onshore financial teams and stakeholders by managing client communications, compiling information, and handling essential documentation. This position requires coordinating with various financial institutions and product providers through calls to gather data, simultaneously working across multiple systems to ensure clients and stakeholders receive seamless service.
Responsibilities
- Work with multiple systems and platforms to provide support to the clients
- Entering Data into CRMs and checking the accuracy of the data
- Carry out file checks for all plans completed across all offices
- Prepare management reports of audit findings
- Communicate with product providers onshore via calls to compile information
- Collaborate with functional teams and maintain proper communication
- Achieve the defined turnaround times and other KPIs set for different work types
- Suggest and initiate improvements for internal business processes
- Handle multiple work types to support the ultimate delivery of organisational objectives
Qualifications & Experience
- HND or Diploma in Management or other similar field
- Strong communication and interpersonal skills
- Excellent command of spoken and written English
- Proficient in Microsoft office suite and Salesforce is preferred
Personal Characteristics
- High attention to detail
- Ability to multitask
- Team player
- Keen on meeting deadlines
- Fast learner with a can-do attitude
- Good at time management
Additional Information
- Flexible working arrangements.
- This is a full-time position and will be required to report to work when requested by the management.
- Competitive salary and benefits package.
- Freedom Business Services (Pvt) Ltd is an equal opportunity employer.
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