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UK- Paraplanner Accsource Knowledge Process Outsourcing

1.0 - 4.0 years

5 - 10 Lacs

ahmedabad, chennai, bengaluru

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Job Description: UK-Based Paraplanner Job Title: Paraplanner Location: Bangalore/Chennai/Hyderabad Employment Type: Full-Time About the Role: We are seeking a detail-oriented and experienced Paraplanner to support our financial advisers in delivering exceptional financial planning and advice to clients. As a Paraplanner, you will play a key role in preparing comprehensive financial plans, conducting in-depth research, and ensuring compliance with UK financial regulations. Key Responsibilities: Preparation of Financial Plans: Assist advisers in preparation of suitability reports and annual review letters for clients. Prepare reports and recommendations covering areas such as pensions, investm...

Posted 1 month ago

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