Uk paraplanner

Company Description

SarGun Outsourcing Solutions provides expert and UK-compliant financial services, including bookkeeping, accounting, and detailed client-ready reporting. We specialize in client fact-finding, financial research, reconciliations, portfolio reviews, and cash flow analysis. Our team also supports advisors with suitability letters, regulatory compliance, and end-to-end accounting processes. With a focus on increasing efficiency and reducing operational workloads, we enable businesses to prioritize high-value advisory services and growth.

Role Description

This is a full-time on-site role for a Paraplanner located in Ghaziabad. The role involves preparing detailed financial plans, conducting client fact-findings, performing research and analysis of investments, and creating reports tailored to UK financial standards. The Paraplanner will collaborate with advisors, support financial planning, ensure regulatory compliance, and contribute to efficient financial workflows.

Qualifications

• Proficiency in Financial Planning and a strong understanding of Investments
• Well-developed Analytical Skills and knowledge of Finance principles
• Experience in Report Writing and the ability to create detailed and accurate documentation
• Strong communication and organizational skills
• Familiarity with UK accounting standards and regulatory compliance is a plus
• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Prior experience in paraplanning or financial services is desirable