Associate Financial Planning

  • Location:
  • Sri Lanka
  • Sector:
  • Banking and Finance
  • Profile Created:
  • 4 months ago

Education

Experience

  • Freedom Business Services (Pvt) Ltd 2026 - Present

    Associate Financial Planning

    Supporting financial planning operations through daily use of Zoho CRM for client management, workflow tracking, and record maintenance. Experienced in working with Australian platforms such as HUB24, CFS, IOOF, Macquarie, Netwealth, and other superannuation, pension, investment, and insurance systems. Responsible for preparing weekly revenue trackers, sales reports, and plan summary reports to support performance monitoring and decision-making. Manage client data by verifying, reconciling, and maintaining accurate records across systems while ensuring compliance with internal standards. Provide administrative and operational support to advisory teams, resolve data discrepancies through research, and ensure timely processing of client information. Contribute to process improvements, support workflow efficiency, and maintain strong knowledge of Australian financial products while adhering to compliance and confidentiality requirements.

  • Wps Inplace - 2025

    Junior Executive - HR Operations

    Responsible for end-to-end processing of standard background verification (BGV) checks, including the compilation and delivery of final reports in accordance with client requirements. Managed the collection, validation, and follow-up of candidate documentation to ensure completeness and accuracy, addressing any missing or insufficient information in a timely manner. Maintained and updated databases, trackers, and supporting documentation on a regular basis to ensure data integrity and accuracy. Monitored turnaround times closely to ensure all cases were completed within agreed SLAs and KPI targets as defined by client contracts. Prepared and shared daily and weekly reports on BGV processing status and progress with internal stakeholders, including the Divisional Head, as well as clients based on agreed reporting requirements. Ensured timely submission of finalized background verification reports to clients in line with established standards. Consistently upheld confidentiality, exercised professional discretion, and adhered to privacy legislation and organizational compliance requirements throughout all stages of the process.

  • Wps Inplace 2024 - 2025

    Intern - HR Operations

    Supported HR operations with a primary focus on background verification processes for leading clients including IFS, HCL, EFL, CodeGen, 99X, IQZ, NEXT, and Rizing. Conducted end-to-end verification checks such as employment, educational, criminal record, address, and professional reference verifications, ensuring accuracy, compliance with legal requirements, and timely completion of all cases. Maintained structured, confidential records of verification outcomes and supporting documentation with strong attention to data integrity. Communicated verification status updates and findings to clients in a clear and professional manner, ensuring transparency throughout the process. Assisted with general HR administrative responsibilities, contributing to smooth and efficient departmental operations while consistently demonstrating strong attention to detail, organizational capability, and adherence to data privacy standards.

Languages

Tamil
Proficient
Sinhala
Beginner
English
Proficient