Job
Description
Financial Planning / Paraplanner: Educational Qualification: B.Com / BBA / M.Com / MBA - Finance Experience: 0 - 2 Years Location: Chennai & Bangalore Job Description: As a paraplanner, you will be closely working with Australian financial advisers and responsible for maintaining ongoing communications with financial adviser, meeting preparation, creation of financial plans and other administrative tasks relating to the financial adviser clients. You are required to be extremely detail-oriented, accurate, organized, able to prioritize and must always exhibit excellent verbal and written communications skills Job Responsibilities: Conducting investment research, reporting, and analysis. Preparing financial analysis and financial plans Develop a good working knowledge of various tax structures Prepare modelling strategies using different financial planning softwares Assisting with creation and implementation of workflows and procedures to improve efficiency Prepare portfolio reports with the integration of outside account data, as needed Provide quality, compliant and timely financial planning services to advice network Meet and exceed individual productivity Develop and maintain high level financial planning software skills Build and reinforce a constructive and high-performing culture (individually, and collectively as a team member) Qualifications: Excellent written and verbal communication skills Willingness and ability to learn and use new technology Highly organized with a strong attention to detail and accuracy Must have a minimum degree in Financial Management, Business, Banking and Finance, economics, or any equivalent degree. Experience working in the field of Financial Services is a plus Must have an advanced understanding of Microsoft Word and Excel software. Can work within a team environment Must be knowledgeable, professional, helpful and flexible Candidates can mail your resumes to Narayanan.pushparaj@carisma-solutions.com.au/ WhatsApp resume: 8667886775 Junior Accountant / Accountant: Educational Qualification: B.Com / BBA / M.Com Professional Qualification: CMA / CA (Inter) with articleship experience Location: Chennai, Tirunelveli & Bangalore Year of Passed outs: Upto 2025 Experience: 0 - 4 Years Job description Strong knowledge in fundamental accounting entries & concepts Reconcile Bank statements Maintain Fixed Asset Register with necessary supporting documents Maintain subsidiary accounts by verify, allocate and post transactions Preparation of monthly financial reports Requirements Adequate knowledge in preparing journal entries Good in English communication skills Ability to work independently and as a Team Candidates with CA Articleship, CMA Internship & Audit firm experience will be preferred. Australian Accounting, US Accounting & UK Accounting experience will be an added advantage Willingness and ability to learn and use new technology Highly organized with a strong attention to detail and accuracy Must have an advanced understanding of Microsoft Word and Excel software. Must be knowledgeable, professional, helpful and flexible Candidates Application Process: This is not a direct walk-in Candidates can apply through Naukri. Candidates can mail your resumes to Narayanan.pushparaj@carisma-solutions.com.au/ WhatsApp resume: 8667886775 Shift: Day Shift only (7:30 AM to 4:30 PM) Interview Process: System based test screening - Level 1 & level 2. Technical face to face interview HR Discussion Interview Preparation Topics: Accounting - Accounting Concepts, Golden Principles of Accounting, Strong in Journal entries, Preparing Financial statements & tax returns, Maintaining day to day transactions / Reconciliations, Verifying the General Ledger, Budget monitoring, Finalization of Accounts Financial Planning - Analysis of Financial statements, Financial forecasting, Ratio analysis and risk analysis, Budget monitoring, Ensuring financial statements and records comply with laws and regulations, Good knowledge in various financial ratios and different investment options, Understanding the Financial Market (Mutual Fund, SIP, Shares, etc.) Note: Candidates who reside within 15 Km radius and immediate joiners will be given preference. Shortlisted candidates will be required to commit for a minimum period of 2 years Please do not apply if you have not worked in accounting practices. If you have attended interview in the past 2 months
