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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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