Financial Plan Construction and Client Management- Online Facilitation

This is a remote position.

BAO7006- Financial Plan Construction and Client Management

As an experienced online educator, the candidate will work as an independent contractor of LINC Education to offer online facilitation services for students studying in the Masters of Financial Planning offered by Victoria University Online. Candidate must possess strong knowledge of the complete financial planning process, including client data analysis, statement of advice construction, and compliance with legal and ethical standards. Proficiency in financial planning software, decision-making, and clear communication for building and managing client relationships is essential.

Key Skills Required

• XPLAN
  

• Analytic reasoning
  

• Technical skills
  

• Financial analysis
  

• Client Management
  

• Investment risk analysis
  

• Consulting
  

• Examination of legal principles and consequences
  

Desired Candidate Profile

• PG/Doctoral degree with distinction or first-class from a top university in India;
  

• At least 5 years of corporate experience and/or teaching experience in the relevant fields at a leading university or college (Note: Candidates with formal teaching experience at a university or college are preferred);
  

• Empathetic, ambitious, warm and outgoing personality willing to work closely with people from diverse cultures;
  

• Proficient in English language; excellent oral and written communication
  

• Must possess a working laptop and have access to high-speed (>10 MBPS) stable internet connection;
  

• Ability to quickly learn and use technology platforms for interacting with students, including the host university’s LMS and LINCtrac (training on these platforms will be provided).
  

The candidate needs to be available between 5 pm to 10 pm every day.

Roles & Responsibilities

LINC Fellows will be responsible for providing:

1. Subject matter guidance to a group of 25-30 undergraduate online students;
   

2. Support in learning skills like academic writing, research and time management;
   

3. 1:1 and small group tutoring sessions;
   

4. Guidance on relevant reference material;
   

5. Assessment marking with long-form feedback
   

6. Management of discussion forums; and
   

7. Proactive, prompt and personalised support to student queries and issues.
   

LINC Fellows will be expected to promptly interact with students over email, or calls / online sessions from locations of their convenience (e.g. home, office etc.).