JATIN CHANDA
Perth
Summary
A financial planning professional with comprehensive understanding of client needs and financial strategies. Specialized in supporting financial advisors with timely and precise financial reports. Collaborative team player known for adaptability and reliability in dynamic environments, with strong analytical and communication skills.
Overview
4
4
years of professional experience
Work History
Paraplanner
Flinders Financial Services
09.2024 - Current
- Put together detailed financial and investment plans for clients.
- Conducted thorough risk assessments for each client profile, enabling tailored advice that addressed individual needs.
- Ensured compliance with regulatory requirements by staying current on industry rules, regulations, and standards.
- Supported advisors in conducting client meetings, ensuring a smooth flow of information and effective collaboration.
- Completed research into complex financial topics.
- Delivered accurate cashflow forecasts that informed strategic decisions regarding clients'' portfolios.
- Prepared for meetings by gathering materials, reports and presentations.
- Collaborated with financial advisors to develop customized financial plans for clients to meet their long-term goals.
- Maintained up-to-date knowledge of industry trends through continuous professional development activities.
- Examined financial statements and records to collect important details and verify calculations.
- Conducted comprehensive research on investment options, resulting in well-informed advice for clients.
- Attended client meetings and assisted advisers in file notes.
Assistant Paraplanner
Flinders Financial
07.2023 - 08.2024
- Assisted Senior Paraplanner in managing their workload
- Drafted Statement of Advice and Record of Advice documents
- Assisted Financial Advisers in managing their workload
- Creation of Presentations for clients explaining their cash flow and insurance needs
- Experience in tools, Wealthsolver and Risk Researcher
- Drafted advice documents for SMSF Trust entities
- Updated client data feeds and reconciled their accounts on Xplan for accurate performance reports
- Basic calculations involving C9T, Age Pension etc
- Performed general CSO duties
Client Service Manager
Fiducian Financial Services
05.2022 - 07.2023
- Managed and coordinated planners appointments and schedules including client reviews
- Act as first point of contact for any general client queries
- Assisted Planners in SOA implementation and basic calculations
- Supported planners in drafting of SOA(s)
- Trained other team members and assisted them in implementation of complex strategies
- Prepared client review packs and updated client portfolios
- Attended client meetings to take minutes of the meeting
- Learned Financial Planning CRM Force and Xplan
- Provided basic administration assistance like photocopying, scanning etc
Banking Consultant
ANZ Bank
08.2021 - 05.2022
- Provided customers assistance with their daily banking needs
- Responsible for digital education and solutions
- Provided small business assistance with their business banking needs
- Experience in personal and home lending
- Performed general teller tasks for the branch
- Responsible for providing customers with a seamless branch experience
Assistant Manager
Shaver Shop
04.2021 - 07.2021
- Managed and trained a team of 8 staff members
- Assisted the store manager in merchandising and inventory control
- Achieved and exceeded sales targets consistently
- Performed general admin tasks
- Communicated feedback effectively to team members to achieve personal targets
- Achieved store targets and maintained customer standards during supply shortages caused by Covid-19
Education
Masters - Finance and Banking
Edith Cowan University
02.2019
Bachelors - Economics (Hons.)
Northcap University
06.2016
Skills
- Decision Making
- Critical Thinking
- Strategic Planning
- Attention to Detail
- Organizational Skills
- Creative Problem Solving
- Management Skills
- Highly organized and efficient
- Customer Service Skills
- Financial Analysis
- Leadership
- Teamwork
- Continuous learning mindset
Languages
English
Hindi
Punjabi
Timeline
Paraplanner
Flinders Financial Services
09.2024 - Current
Assistant Paraplanner
Flinders Financial
07.2023 - 08.2024
Client Service Manager
Fiducian Financial Services
05.2022 - 07.2023
Banking Consultant
ANZ Bank
08.2021 - 05.2022
Assistant Manager
Shaver Shop
04.2021 - 07.2021
Bachelors - Economics (Hons.)
Northcap University
Masters - Finance and Banking
Edith Cowan University
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