Paraplanner AU/UK

Role Overview: You will be joining a leading provider of accounting and finance outsourcing solutions worldwide. Your main responsibilities will involve preparing and maintaining client files and software entries, analyzing recommendations for compliance requirements, implementing recommendations, and reviewing external networks. Key Responsibilities: - Prepare and maintain client files and software entries - Analyze recommendations to ensure compliance requirements are met - Implement recommendations - Review external networks Qualification Required: - MBA in Finance - US-CMA graduates - MBA, M.Com - CFP Market/Portfolio Management - Financial Planning - Derivatives Analyst - NISM certification If you possess the necessary qualifications and are prepared to take on this challenging role, we are eager to hear from you soon.,