Job description Key Responsibilities: - Assist with the coordination of Adviser appointments - CRM database management and general data entry - Perform research tasks relating to superannuation, insurance, and investments - Prepare documentation and reports for clients and Advisers - Lodgement of superannuation, insurance and investment applications - Management of advice implementation - Liaise with advisers, investment managers, insurance providers, platform administrators and superannuation funds to deliver outcomes for clients - Support sales and marketing activities The successful candidate will have: - A desire to help people - Excellent verbal and written communications skills - High level of attention to detail and accuracy - Ability to collect and analyse information, problem solve and make informed decisions - Strong desire to learn and further develop your knowledge and skills Desired Education Qualification - Graduate - Excellent Communication skills - Knowledge or experience in a financial planning discipline will be an added advantage. What’s on offer: - Professional, supportive and friendly culture - Receive personal one-on-one training from experienced members of the team. Job Types: Full-time, Permanent Pay: Up to ₹30,000.00 per month Schedule: Day shift Ability to commute/relocate: Thoraipakkam, OMR, Chennai - 600096, Tamil Nadu: Reliably commute or planning to relocate before starting work (Required) Experience: total work: 2 years (Required) Application Deadline: 31/07/2025 Expected Start Date: 01/08/2025