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 CountHQ

1.0 - 5.0 years

0 Lacs

ahmedabad, gujarat

On-site

As a Paraplanner in Australia, your role will involve performing quality assurance checks to maintain the highest standards of work. You will drive improvements in the paraplanning process, fostering a culture of continuous enhancement. Your responsibilities will include contributing to operational processes, participating in quality improvement initiatives, and effectively communicating case updates and necessary information to Advisers. Additionally, you will provide guidance to junior team members, offering mentorship to support Junior Paraplanners in their development. To excel in this role, you should possess a strong grasp of key areas such as SOA, ROA, financial projections, and Wealt...

Posted 1 month ago

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Accounts and Audit Assistant CIEL HR

1.0 - 3.0 years

2 - 3 Lacs

Bengaluru

Work from Office

Role & responsibilities Business Accounting: Month End Accounting: • Prepare required accounting entries along with the supporting • Timely up-dation major KPI data before submission of ESSBASE / Conect • Prepare the reporting data for RBI, Segment, Origination profitability and monthly business review • Reconciliation of Control accounts and sub-GLs • Monthly end interface TB check MIS • Origination Profitability working for the month and YTD • Segment report workings • Board Deck and monthly PPT/BRM • Global Reporting / MIS preparation (Conet Reporting) • RBI returns • Financial disclosure • SOP Development and periodically update Monthly Closure and Audit support • EIR and ECL computation...

Posted 3 months ago

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Paid Marketing Specialist (PPC) Remote Resource

2.0 - 5.0 years

4 - 6 Lacs

Noida

Work from Office

Job Title: PPC Expert Shift: 12:00 PM to 09:00 PM IST Job Type: Full-time Experience: 2-4 Years Job Summary: Were looking for a results-driven Paid Marketing Specialist with 2–4 years of hands-on experience managing Google Ads and Meta (Facebook & Instagram) Ads campaigns. The ideal candidate will have a strong grasp of performance marketing strategies and be capable of planning, executing, and optimizing campaigns to meet ROI goals. Knowledge of TikTok Ads is a strong plus. Requirements: -2–4 years of proven experience in managing Google and Meta ad campaigns -Strong understanding of performance metrics (CTR, CPC, ROAS, CPA, etc.) -Experience with tools like Google Analytics, Meta Business ...

Posted 4 months ago

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Paraplanner Ambient Consultancy

2.0 - 7.0 years

3 - 6 Lacs

Chennai, Bengaluru, Mumbai (All Areas)

Hybrid

About this role: The Paraplanner Australia has responsibility for financial planner assistant (Australia) developing comprehensive advice documents for Planners/Advisers that are tailored, researched and technically accurate, and valuable to the client experience. 2+ years experience in assisting Australian Financial planner is essential. Please do NOT apply if you do not have this experience. Key Responsibilities: Handle administrative, implementation and other support tasks for the Financial Planning team Prepare and maintain client files on Xplan and on FYI Docs (as per the Service Standards). Assist with preparation of client meeting agendas and review packs. Knowledge of and comprehensi...

Posted 4 months ago

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