1.0 - 5.0 years

0 Lacs

ahmedabad, gujarat

On-site

As a Paraplanner at our company, you will play a crucial role in ensuring the highest quality of work by performing quality assurance checks and driving continuous improvement in the paraplanning process. You will also be responsible for contributing to operational processes, liaising with Advisers, and providing guidance to junior team members. Your role will require a high degree of accuracy, attention to detail, and adherence to ISO policies. Key Responsibilities: - Perform quality assurance checks to maintain the highest quality of work - Drive improvement in the paraplanning process and foster a culture of continuous improvement - Contribute to operational processes and quality improvem...

Posted 1 month ago

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Paraplanner CountHQ

1.0 - 3.0 years

0 Lacs

ahmedabad, gujarat, india

On-site

Paraplanner (Australia) Roles and Responsibilities: ? Perform quality assurance checks to ensure the highest quality of work across the board. Drive improvement of the paraplanning process and contribute to a continuous improvement culture Contribute to operational processes and quality improvement initiatives Liaise with Advisers and communicate case updates and required information Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners High degree of accuracy and attention to detail Follow and adhere to ISO policies. Requirements Strong understanding of key areas such as SOA, ROA, financial projections, and WealthSolver. Excellent Englis...

Posted 1 month 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 3 months ago

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