2 - 6 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Paraplanner in the UK Financial Planning team, you will be responsible for providing support in financial planning activities. Your main responsibilities will include: - Supporting financial advisors in preparing financial plans and reports - Conducting research on investment products and market trends - Assisting in client meetings and communication - Ensuring compliance with regulatory requirements You should meet the following qualifications: - Experienced as a UK Paraplanner, with ready-to-deploy profiles preferred - Alternatively, holding a CFP certification is highly preferred - Minimum of 2+ years of relevant experience - Immediate availability is a priority In addition to the job role, the company offers the following benefits: - Health insurance - Provident Fund Please note that the work location for this role is in Ahmedabad, Chennai, or Bangalore. The shift timing is from 12:00 PM to 9:00 PM IST. This is a full-time, permanent position, and immediate joiners are preferred.,

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