Knowledge & Skills:- Strong understanding of accounting concepts. 3-5 years of experience in uk Accounting ,Bookkeeping, VAT, SA and Year End Expertise in software like Xero, Quickbooks, free agents,tax calc. Good Communication. Role Dimensions:- Operate, support and review the day-to-day accounting operations, month-end activities and processes for designated UK clients. Collaborate with the supervisor and designated clients on their respective daily functions. Interact with the client via email and/or phone (if required). Perform day-to-day duties that include reviewing the accounting and financial reporting for the assigned clients. Effectively communicate all escalations to the supervisor. Resolve queries in a timely manner working around the established TATs (turnaround times). Strictly adhere to the SLAs (Service Level Agreements). Train new resources as and when required Understanding processes and documenting them as detailed SOPs (Standard Operating Procedures) as and when required. UK Shift Location - Banglore,Vizag Contact: HR Renu Thakur Call-9373341014 Job Type: Full-time Pay: ₹500,000.00 - ₹700,000.00 per year Schedule: Day shift Monday to Friday Morning shift UK shift Weekend availability Ability to commute/relocate: Nashik, Nashik, Maharashtra: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Preferred) Experience: Accounting: 3 years (Required) software like Xero, QuickBooks is an added bonus: 3 years (Required) License/Certification: CA-Inter/KPO Company Experience (Required) Work Location: In person

Job Description Shift: 7.30 am to 4.30pm Understanding concepts of financial planning. Understanding various super, pension, investment and insurance related laws and terminologies. Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients. Preparation of cash, super, pension and investment projections. Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors. Collating client data and product information from providers. Documenting of all reports and correspondence. Preparing financial calculations and detailed cashflow projections for different scenarios. Identify and obtain information necessary to complete financial plan. Conduct need-analysis for all financial planning clients including insurance, investments, retirement, tax etc. Conduct in-depth portfolio analysis to provide client advice regarding portfolio structure and risk analysis. Prepare investment strategy charts and investment applications. Call Investment, insurance providers to obtain clients investment details. Update and maintain all client data on a software. Review and analyze statement of advice’s prepared by team members. Receiving the task from the Advisers Capturing the task request into the Smartsheet Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice) Review of End Users details to determine missing information Data Collection - Determining & collection of additional information (super & insurance research activity) Contacting the adviser for clarification / additional information Data entry Report Generation & editing Requirements Graduate/Post Graduate in finance or relevant degree Understanding of the financial planning process. Attention to detail. Good report writing skills. Strong command over English. Ability to work independently and multi task CFP an added advantage. Any additional certifications from FPSB, NCFM etc preferred. Leadership. Sound communication skills. Experience using MS-word and excel. Strong technical knowledge including insurance, mutual funds, trusts, taxation etc. Self-motivated and able to take responsibility for own work. BenefitsPerks and Benefits (In addition to all the Mandatory Statutory Benefits such as PF, Group Medical, Gratuity etc.) the following perks and benefits are also provided:• Professional Certifications offered based on interest and career progression.• Team Building Activities.• 6 Month’s Paid Maternity Leave.• Professional Development Training programs offered as part of Career Growth.• Great Rewards and Recognition for star performers.• Be part of a Centre of Excellence like no other.• International Travel Opportunities – Travel opportunities to meet with Clients for On-Site training and represent the Company at various Industry Events and Conferences.• Be part of a Committee of your Choice (ISO, Sustainability, CSR, Training and Development, Health and Wellness, Reward and Recognition, Entertainment and much more).• Join a World Class Organization that puts employees first. Disclaimer: - The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility (i.e. – Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations. Job Types: Full-time, Permanent Pay: ₹30,000.00 - ₹50,000.00 per month Ability to commute/relocate: Nashik, Maharashtra: Reliably commute or planning to relocate before starting work (Required) Education: Master's (Required) Experience: paraplanning: 2 years (Preferred) Shift availability: Day Shift (Required)