Senior Paraplanner

Munificent Tech Services Pvt Ltd

Minimum Requirements

• Previous experience in financial planning/services industry

• Master’s 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 what’s 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 client’s 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

  M.Com, Professional Degree

• 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