Company Description Carisma Solutions is a world-class Knowledge Process Outsourcing (KPO) company with facilities in India and Australia. Celebrating over 18 years of service, Carisma Solutions supports accounting and financial advisory firms with a comprehensive range of 360° plus accounting services. Our client base includes accounting firms, SMSF firms, financial advisory firms, mortgage companies, enterprises, and NDIS in Australia and New Zealand. Our modern offices are equipped with the latest technology and infrastructure, supported by a team of experienced professionals. We foster innovation and build long-term business partnerships with our clients. Role Description This is a full-time on-site role for a Broker Assistant/Loan Processor located in Chennai. The Broker Assistant/Loan Processor will be responsible for processing loan applications, maintaining client files, coordinating with clients and lenders, ensuring the accuracy of documentation, and supporting brokers in daily activities. The role requires attention to detail, excellent organizational skills, and the ability to work efficiently in a dynamic environment. Key Responsibilities: Prepare home loan and commercial loan applications, including gathering and organizing all supporting documentation. Liaise with lenders, clients, and third parties such as solicitors, real estate agents, accountants, and loan platforms. Collect, verify, and manage documents including income, ID, and asset/liability information. Monitor applications throughout the approval and settlement process, ensuring timely updates and resolution of issues. Maintain accurate client records and ensure compliance with lending policies and regulatory requirements. Deliver professional, proactive, and responsive service to clients throughout the loan process. Update and manage CRM and workflow systems to track progress and support efficient operations. Provide administrative and operational support to the loan team as required. Requirements: 2–3+ years’ experience in residential, commercial, or related financial lending services. Solid understanding of mortgage products, policies, and loan procedures. Highly organized, detail-oriented, and able to prioritize tasks effectively in a deadline-driven environment. Strong communication and interpersonal skills; comfortable interacting with clients, lenders, and stakeholders. High level of initiative and accountability; able to work independently and within a team. Familiar with loan lodgement, and aggregator platforms. Qualifications Experience in loan processing, client file maintenance, and documentation accuracy Excellent organizational and coordination skills Strong communication and interpersonal skills to liaise with clients and lenders Ability to work efficiently in a dynamic and fast-paced environment Proficiency with relevant software and tools used in loan processing Prior experience in the financial or mortgage industry is a plus Strong attention to detail and commitment to accuracy Bachelor’s degree in Finance, Business Administration, or a related field
Qualification: B.com/M.COM or a related field Experience: 0–2 years’ experience in loan process, documentation, and Credit Preferred Skills: Problem solving and having a deep understanding of lending policy. Should have good analytical skills. Should have excellent verbal and non-verbal communication skills. Well versed in MS Office Good multitasking abilities with outstanding time management skills Should be good team player. Job description: Preparation of loan applications and submission to lenders Verify customer-provided documents and information, ensuring accuracy and completeness. Maintain client profile in broker software. Support the mortgage brokers with administrative tasks. Loan servicing with various lenders Manage good client relationships. Assist the Mortgage Broker to ensure that all annual internal Mortgage related compliance documents are updated. Starting applications and tracking right through to settlement. Why Join Us? Opportunity to work with global clients Structured growth and leadership development Collaborative and inclusive workplace Competitive compensation and benefits For more queries, contact Ananthalakshmi at 📧 ananthalakshmi.narayanan@carisma-solutions.com.au 📞 +91 7305476687
Job Title: Paraplanner Location: Chennai, India (Work from Office) Experience: 2 to 4 Years Industry: Accounting & Financial Services (KPO) Employment Type: Full-Time Key Responsibilities: Prepare and review Statements of Advice (SOA) and Records of Advice (ROA) for Financial Advisors Conduct in-depth research on investment products , strategies, and compliance guidelines Collaborate with Financial Advisors on risk management, tax planning, and wealth-building strategies Ensure compliance with internal processes and external regulations Maintain accurate and updated client data using financial planning tools Liaise with service providers and advisors for data collection and validation Mentor Junior and Assistant Paraplanners Assist in resolving complex financial planning issues Requirements: 2 to 4 years of experience in Australian or UK paraplanning Strong verbal and written communication skills Excellent analytical and research capabilities Proficiency in financial planning software and MS Office Sound knowledge of Australian financial planning , taxation , and wealth management strategies Strong teamwork and client relationship management skills Why Join Us? Opportunity to work with global clients Structured growth and leadership development Collaborative and inclusive workplace Competitive compensation and benefits For more queries, contact Ananthalakshmi at 📧 ananthalakshmi.narayanan@carisma-solutions.com.au 📞 +91 7305476687
As a Paraplanner at our Chennai, India office, you will be responsible for preparing and reviewing Statements of Advice (SOA) and Records of Advice (ROA) for Financial Advisors. Your role will involve conducting thorough research on investment products, strategies, and compliance guidelines. Collaborating with Financial Advisors on risk management, tax planning, and wealth-building strategies will be a key aspect of your daily tasks. Ensuring compliance with internal processes and external regulations is essential, along with maintaining accurate client data using financial planning tools. Additionally, you will be liaising with service providers and advisors for data collection and validation, while also mentoring Junior and Assistant Paraplanners and assisting in resolving complex financial planning issues. To excel in this role, you should have 2 to 4 years of experience in Australian or UK paraplanning, along with strong verbal and written communication skills. Excellent analytical and research capabilities are required, as well as proficiency in financial planning software and MS Office. A sound knowledge of Australian financial planning, taxation, and wealth management strategies is crucial, along with strong teamwork and client relationship management skills. Joining us will provide you with the opportunity to work with global clients, experience structured growth and leadership development, and be part of a collaborative and inclusive workplace. We offer competitive compensation and benefits to our team members. For any further queries, please feel free to contact Ananthalakshmi at ananthalakshmi.narayanan@carisma-solutions.com.au or call +91 7305476687.,