Financial Tool - Xplan
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
4
4
years of professional experience
5
5
Languages
2
2
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
10.2017 - 10.2019
Skills
Portfolio Management
Compliance knowledge
Investment strategies
Research and analysis
Financial Planning
Analytical thinking abilities
Retirement planning strategies
Software
Timeline
Paraplanner - Befree Business Resourcing LLP
12.2019 - Current
BNM Institute of Technology - MBA, Finance And Marketing
10.2017 - 10.2019