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Financial Planning OR Paraplanner AccSource

2.0 - 6.0 years

0 Lacs

ahmedabad, gujarat

On-site

As a Paraplanner at AccSource KPO Pvt. Ltd., your role will involve a variety of responsibilities to support financial advisers and ensure high-quality service delivery to clients. Here is an overview of what you can expect in this position: - Preparation of Financial Plans: - Assist advisers in preparing suitability reports and annual review letters for clients. - Prepare reports and recommendations covering areas such as pensions, investments, tax planning, and protection. - Client Support: - Liaise with financial advisers to understand client objectives. - Gather and analyze client data to ensure recommendations are well-informed. - Research & Analysis: - Conduct detailed investment and p...

Posted 6 days ago

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