Sharp individuals who can work independently with very limited supervision.
Excellent standard of English expected (Written and spoken)
Excellent report-writing skills
Good analytical skills
Work UK hours (2.00 pm to 10.0pm in the winter and 1.30 pm to 9.30 pm in the summer) from our Office - Bernard’s Business Park, Dutugemunu Steet, Kohuwala.
Occasionally work Saturday. Also, a few days a week late shift (8 hours – night traveling will be arranged if working from the office and extra payments will be given)
Responsibilities :
Identify the Financial requirements of the client (For example mortgage and life insurance requirements) and evaluate the creditworthiness of the client by assessing their finances and Providing recommendations to financial advisors.
Provide reports to clients with reasons for recommending financial products.
Liaise with banks / Insurers as needed by providing documentation to back up the decisions made.
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