Company Profile

Freedom Business Services (Pvt) Ltd is a fully owned subsidiary of Freedom Finance Australia that is engaged in the financial planning industry in Australia. Freedom Business Services provides offshore support for the business activities of the organization.

Job Profile

The Associate Financial Planning role involves supporting onshore financial teams and stakeholders by managing client communications, compiling information, and handling essential documentation. This position requires coordinating with various financial institutions and product providers through calls to gather data, simultaneously working across multiple systems to ensure clients and stakeholders receive seamless service.

Responsibilities

• Communicate with various financial institutions and product providers onshore via calls to compile information
• Simultaneously work with multiple systems to provide support to the clients and onshore stakeholders
• Preparation of annual review document packs, application forms and other important documents
• Entering Data into CRMs and checking the accuracy of the data
• Collaborate with functional teams and onshore stakeholders to achieve organizational objectives
• Meet the defined turnaround times and other KPIs set for different tasks

Qualifications & Experience

• HND or Diploma in Management or similar field
• Strong communication and interpersonal skills
• Excellent command of spoken and written English
• Proficient in Microsoft office suite and Salesforce is preferred
• Minimum of 1 year experience in a contact center or BPO would be an added advantage

Personal Characteristics

• Team player
• Keen on meeting deadlines
• Fast learner with a can-do attitude
• Good at time management

Additional Information

• Flexible Working Arrangements.
• This is a full-time position.
• Competitive salary and benefits package.
• Freedom Business Services (Pvt) Ltd is an equal opportunity employer.