Senior Paraplanner

Munificent Tech Services Pvt Ltd

Minimum Requirements

Previous experience in financial planning/services industry

Masters in finance

Good technical knowledge of financial products and financial services sector

Excellent report writing skills

Excellent Communication skills

CFPs are preferred.

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

  1 - 3 Years

• No. of Openings

  2

• Education

  Professional Degree, M.Com

• Role

  Accounts Associate

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office