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 Befree Business

1.0 - 6.0 years

2 - 7 Lacs

ahmedabad, chennai, bengaluru

Hybrid

Roles and Responsibilities The Paraplanners role may be broken down into four key parts: A. Preparing and maintaining the client files software entries B. Understanding and analyzing the recommendations to confirm that the compliance requirements are met C. Implementing recommendations D. Review external networks. A. Preparing and maintaining the client file: Generally the Financial Planner would collect the qualitative information (client attitudes, life goals etc.) leaving the Paraplanner to collect all the quantitative detailed information required to compile a financial plan. Specific activities include: Check all compliance paperwork is present Confirm client risk profile is determined ...

Posted 2 weeks ago

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UK Paraplanner Lakshya Consultancy Inc

0.0 - 5.0 years

0 - 3 Lacs

Vadodara

Work from Office

International Financial Planning 1. Freshers with Post Graduation in Finance/MBA/PGDM/CMA/CFA/CFP/NIISM 2. Excellent Written and communication skills 3. Knowledge of MS Excel & Word

Posted 2 months ago

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Paraplanner - AU/UK (Multiple job locations) APT Hr

1.0 - 4.0 years

4 - 8 Lacs

Gandhinagar, Chennai, Bengaluru

Work from Office

A. Preparing and maintaining the client files – software entries B. Understanding and analyzing the recommendations to confirm that the compliance requirements are met C. Implementing recommendations D. Review external networks. Required Candidate profile Excellent Verbal & Written Communication Skills Strong Financial and Analytical skills MBA Finance/US-CMA /MBA/M.Com/CFP Market/Portfolio Management/Financial Planning/Derivatives Analyst, NISM

Posted 3 months ago

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Hiring For Financial Planning & Accounting - Carisma Solutions Carisma Solutions

0.0 - 4.0 years

2 - 5 Lacs

Tirunelveli, Chennai, Bengaluru

Work from Office

Financial Planning / Paraplanner: Educational Qualification: B.Com / BBA / M.Com / MBA - Finance Experience: 0 - 2 Years Location: Chennai & Bangalore Job Description: As a paraplanner, you will be closely working with Australian financial advisers and responsible for maintaining ongoing communications with financial adviser, meeting preparation, creation of financial plans and other administrative tasks relating to the financial adviser clients. You are required to be extremely detail-oriented, accurate, organized, able to prioritize and must always exhibit excellent verbal and written communications skills Job Responsibilities: Conducting investment research, reporting, and analysis. Prepa...

Posted 4 months ago

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Senior Paraplanner/Client Service Specialist Rosche Systems

2.0 - 5.0 years

4 - 8 Lacs

Pune

Hybrid

We are looking for Senior Paraplanners to assist wealth advisors operating in U.S. financial markets. This role plays a vital part in delivering high-quality financial planning services by providing administrative support to help deliver exceptional service to individual clients. Role Dimensions Collaborate closely with U.S. based wealth advisors to support comprehensive financial planning needs Providing support for processing client service needs (digital paperwork, report generation, agenda preparation) Document preparation for new clients Provide comprehensive operational support to clients, including facilitating all monetary, maintenance, and paperwork requests through CRM Handle all c...

Posted 4 months ago

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Paraplanner Productsquads Technolabs

2 - 7 years

0 - 3 Lacs

Ahmedabad

Work from Office

We are seeking experienced paraplanners to support our financial planning consultants in Ireland. The role involves producing high-quality recommendation reports and providing administrative and research support to ensure excellent service for our individual clients. Key Responsibilities: Prepare and review financial recommendation reports based on fact finds provided by the advisors. Support the ongoing review and servicing needs of individual clients. Conduct research on investment, pension, ARF, and protection products aligned with Irish market standards. Keep insurance provider terms and fund data up to date. Maintain and manage report templates for client recommendations. Respond to cli...

Posted 5 months ago

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