Financial Paraplanner

0 - 3 years

0 Lacs

Posted:3 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You should be an MBA finance graduate with a maximum of one year of work experience. Your responsibilities will include conducting thorough research on UK investments and pension products, assisting in developing and implementing retirement planning strategies, analyzing client financial situations and providing tailored recommendations, collaborating with UK Financial Advisors to ensure alignment with financial goals, and preparing comprehensive reports. To be successful in this role, you must reside in or around the Rajkot region and be willing to relocate to Rajkot, possess exceptional English communication skills (both verbal and written), have a financial qualification with a background in Financial Planning or a strong aspiration for it, demonstrate proficiency in preparing detailed reports, and showcase the ability to work effectively in a team environment. This position has 2 open positions available.,

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