Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

Paraplanner - Australia Navkar Consultancy Services PVT. LTD

1.0 - 5.0 years

3 - 7 Lacs

Mohali, Chandigarh, Ahmedabad

Work from Office

Company Details: The Company, ACSPL is engaged in accounting and finance related outsourcing having its presence in Australia, Canada, US and other countries across the globe. The Company provides end-to-end services related to Financial Planning, Accounting, Taxation Audit, Loan management and related services. The Company with its associates is having more than Six Years of presence; and it is a part vertical expansion of Navkar Institute which is one of the leading coaching institutes of India since last 25 years. The Company has ample infrastructure (30,000+ sq. ft.) and manpower resources. It believes in providing a stress free and conducive environment to its employees. Visit our websites for further details, https://ncscorp.com.au/ https://www.ncscorp.ca/ https://www.brokerssupport.com.au/ https://www.navkardigitalinstitute.com/ https://www.navkarinstitute.com/ JD for Paraplanning: Preparing Statement of Advice/ Record of Advice This requires completion of SoAs as per licensee compliance and clients' requirements. This will include Projections and Cost Comparisons etc Administration Work - Conducting Super & Insurance Research, Updating data in software. Preparing Annual Review Pack, Fee Disclosure Statements, Filling Forms for Implementation Process etc. Financial Planners and enabling them to focus on and build relationships with clients.

Posted 1 month ago

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.