Financial Paraplanner

  • icon job experience 0 - 3 Years
  • icon job opening 5 Openings
  • icon salary 1.8-2.5 Lac/Yr
  • icon job location Nashik
  • icon job posting Posted 59 days ago
  • Face-to-Face interview Face-to-Face interview
Key Skills

Accounts Associate Financial Planner

Job Description

Minimum Requirements

Previous experience in financial planning/services industry

Good technical knowledge of financial products and financial services sector

Excellent report writing skills

Excellent Communication skills

Knowledge & Skills

Strong understanding of financial planning.

Competent in Microsoft Office

Strong Communication skills.

Excellent attention to detail and the ability to work both quickly and accurately.

Role Dimensions

Preparation of suitability reports for approval by the Financial Adviser and prepare associated documentation as required.

Responsible for day-to-day paraplanning tasks identifying whats required, where client cases have information missing or outstanding actions. Then working with the advisers and administrative team to obtain this information and subsequently writing a suitability report.

Research on products and investment strategies.

Any client related communications are required to be recorded on the clients file in clear and intelligible English.

Attend client meetings.

Provide support with administrative functions when required. Liaise with product providers to acquire any information that may be required.

Train the less experienced team members.

Ensure all regulatory and compliance standards are met.

Commit to personal development and keeping knowledge up to date with the new legislative changes.
  • Experience

    0 - 3 Years

  • No. of Openings

    5

  • Education

    Professional Degree, B.Com, M.Com

  • Role

    Financial Planner

  • Industry Type

    Accounting / Finance

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Face interview location

    Munificent tech Services S2 Suyojit Sankul 3rd floor Beside Rajiv Gandhi Bhavan

About Munificent Tech Services Pvt Ltd

Munificent is a proprietary knowledge base, unique analytical frameworks and well tested methodologies allows us to efficiently extract intelligence from data and transform it into actionable insights which enable smart decisions. Our approach and engagements are highly customized to the unique interests and circumstances of each client. In all our work, we ensure our insights translate into action.

Our experience in Healthcare Services, Financial Services, Sales and support and it has helped clients achieve sustainable growth and outperform their competitors.
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