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Paraplanner (Apply Now)
CountHQVadodara, Gujarat, India10 hours ago
Job descriptionStrong understanding of key areas such as SOA, ROA, financial projections, and WealthSolver. Excellent English communication skills are highly valued, both spoken and written High degree of accuracy and attention to detail Able to handle multiple priorities and requests with adequate planning Confident and pleasant personality to build relationships with clients Well-organised and able to work independently with excellent time management skills Hands-on experience and confidence with MS Office (Word and Excel) Desire to succeed 5 Days Working Family Medical Insurance Attractive Salary Dynamic Work Culture 26 Leaves & 10+ Holidays Job Timing- 7 : 30am- 4 : 30pm (Monday to Friday )
Paraplanner (Australia)
Roles and Responsibilities :
- Perform quality assurance checks to ensure the highest quality of work across the board.
- Drive improvement of the paraplanning process and contribute to a continuous improvement culture
- Contribute to operational processes and quality improvement initiatives
- Liaise with Advisers and communicate case updates and required information
- Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners
- High degree of accuracy and attention to detail
- Follow and adhere to ISO policies.
Requirements
Academic Qualifications and experience :
MBA Finance or Higher
1+ year of experience in the Paraplanning process
Benefits
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