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.
- Experience0 - 3 Years
- No. of Openings5
- EducationProfessional Degree, B.Com, M.Com
- RoleFinancial Planner
- Industry TypeAccounting / Finance
- Gender[ Male / Female ]
- Job CountryIndia
- Job TypeWork from Office
- Face interview locationMunificent tech Services S2 Suyojit Sankul 3rd floor Beside Rajiv Gandhi Bhavan