Paraplanner

You will be joining SarGun Outsourcing Solutions as a Paraplanner based in Ghaziabad. Your primary responsibilities will include preparing comprehensive financial plans, conducting client fact-finding activities, analyzing investments, and generating reports in accordance with UK financial standards. You will work closely with advisors to support financial planning initiatives, ensure adherence to regulatory requirements, and streamline financial processes for improved efficiency. Key Responsibilities: - Prepare detailed financial plans - Conduct client fact-finding sessions - Analyze investments - Create reports meeting UK financial standards - Collaborate with advisors - Support financial planning activities - Ensure regulatory compliance - Contribute to enhancing financial workflows Qualifications: - Proficiency in Financial Planning and a solid understanding of Investments - Strong Analytical Skills and knowledge of Finance principles - Experience in Report Writing with a focus on detailed and accurate documentation - Excellent communication and organizational abilities - Familiarity with UK accounting standards and regulatory compliance would be advantageous - Bachelor's degree in Finance, Accounting, Economics, or related field - Previous experience in paraplanning or financial services is preferred (Note: The company description was not included in the provided job description.),