UK Paraplanner

Financial Planner - UK

Shift timing - 10am to 7pm or 11am to 8pm or 12am to 9pm

Location - Mohali / Bangalore / Vizag / Delhi

Role dimensions

• Understanding the product. Preparation and checking of customized financial plans monitoring and updating the plans.
• Coordinating with Paraplanners on scenario analysis and case studies specific to client needs.
• Coordinating with all providers of financial products for availability of product then compare analyze and finalizing products.
• Accompanying advisory team for meetings and review.

Knowledge & Skills

Primary Responsibility

Requirements

Minimum requirements

Benefits

Perks and Benefits (In addition to all the Mandatory Statutory Benefits such as PF Group Medical Gratuity etc.) the following perks and benefits are also provided :

Professional Certifications offered based on interest and career progression.

Team Building Activities.

6 Month s Paid Maternity Leave.

Professional Development Training programs offered as part of Career Growth.

Great Rewards and Recognition for star performers.

Be part of a Centre of Excellence like no other.

International Travel Opportunities Travel opportunities to meet with Clients for On-Site training and represent the Company at various Industry Events and Conferences.

Be part of a Committee of your Choice (ISO Sustainability CSR Training and Development Health and Wellness Reward and Recognition Entertainment and much more).

Join a World Class Organization that puts employees first.

Disclaimer : - The requirements listed in this document are the minimum levels of knowledge skills or abilities. The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility (i.e. Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations.

Minimum Requirements Graduate / Post Graduate in finance or relevant degree Understanding of the financial planning process. Attention to detail. Good report writing skills. Strong command over English. Ability to work independently and multi task Knowledge & Skills CFP an added advantage. Any additional certifications from FPSB, NCFM etc preferred. Leadership. Sound communication skills. Experience using MS-word and excel. Strong technical knowledge including insurance, mutual funds, trusts, taxation etc. Self-motivated and able to take responsibility for own work.

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 300000 - 300000