Paraplanner

Company Description

NCS Global is a trusted provider of on-demand accounting, bookkeeping, and financial outsourcing services designed to enhance growth and efficiency. With a foundation built on excellence, expertise, and experience, we prioritize delivering value and ensuring compliance for our clients' financial success. Our dedicated team focuses on tax savings, maximizing returns, and supporting clients with tailored financial solutions. Recognized as a reliable financial partner, NCS Global aims to simplify complex accounting and tax processes while driving prosperity for our clients.

Role Description

This on-site, full-time Paraplanner role is based in the Mohali district and involves supporting financial planners by conducting research, preparing financial reports, and assisting with day-to-day financial planning activities. The Paraplanner will analyze client data, create investment strategies, and help ensure compliance with financial regulations and standards.

Qualifications

• Proficiency in Financial Planning and expertise in Finance
• Strong Analytical Skills for evaluating financial data
• Knowledge of Investments and the ability to build investment strategies
• Experience in Report Writing to create accurate and detailed reports
• Excellent communication and organizational skills
• Ability to work collaboratively within a team in an on-site environment
• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Certifications such as CFP (Certified Financial Planner) are a plus