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 1 day 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 2 months ago

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French B2 Level with Mutual Funds & Trade Securities Exp Pune White Horse Manpower Consultancy

2.0 - 7.0 years

8 - 12 Lacs

Pune

Work from Office

Commerce Graduate and/or MBA (Financial and/or Banking) Financial markets, products services Strong analytical skills, specifically analyzing financial records providing detailed technical commentary Proficiency in MS Office Required Candidate profile FINRA SIE, Series 6 or 7 Certification in Indian Stock Market courses (General Securities, Mutual Funds similar courses Canadian Securities Course or equivalent Exp RRSP, RSP, IRA, 401k and offerings Perks and benefits Perks and Benefits

Posted 4 months ago

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