Subramanya K

Financial Analyst

Bengaluru,Karnataka

Summary

Versatile Paraplanner with more than 4 years of expertise in financial planning. Highly effective at resolving client issues. Familiar with diverse financial products and skilled at applying range of knowledge on daily basis. Experienced Paraplanner driven to conduct all financial operations smoothly. Enthusiastic about assisting senior advisors and building on acquired skills. Strong problem solving, relationship management and communication skills.

Overview

years of professional experience

Languages

years of post-secondary education

Work History

Paraplanner

Befree Business Resourcing LLP

12.2019 - Current

Interacting with advisors to understand and analyze their recommendations in order to ensure that they are fulfilling clients goals and requirements whilst adhering to the Australian Taxation Office (ATO) and Australian Securities and Investments Commission (ASIC) compliance.
Perform data analysis and annual reviews by creating financial report, portfolio snapshots, researching investments and providing fund reports.
Preparing high quality and complex Statement of Advice (SoA's) and Record of Advice (RoA's) document for the advice areas.
Worked on advice areas like Retirement, Insurance, Investments and Estate Planning.
Proven ability to learn quickly and adapt to new situations.
Demonstrated a high level of initiative and creativity while tackling difficult tasks.

Education

MBA - Finance And Marketing

BNM Institute of Technology, Bengaluru, India

10.2017 - 10.2019

Skills

Portfolio Management

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Software

Financial Tool - Xplan

Timeline

Paraplanner - Befree Business Resourcing LLP