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 3 weeks ago

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Australian Paraplanner MITS Solution Private Limited

2.0 - 4.0 years

5 - 6 Lacs

bengaluru, karnataka, india

On-site

Job description Role & responsibilities Role Overview: The Junior Paraplanner plays a crucial supporting role in the financial planning process, working closely with senior paraplanners and financial advisors to ensure the delivery of high-quality financial advice to clients. Key Responsibilities: Research and Analysis: CondResearchancial products, market trends, and investment opportunities. Analyze financial data and prepare reports for clients. Client Data Collection: Assist in gathering and organizing client information, including financial statements, tax documents, and personal goals and objectives. Financial Modeling: Create financial models and projections to support the development ...

Posted 1 month 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 5 months ago

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