Paraplanner

2 weeks ago

Ahmedabad Gujarat India, Gujarat CountHQ Full time

Paraplanner (Australia)


Roles and Responsibilities:

​

  • Perform quality assurance checks to ensure the highest quality of work across the board.
  • Drive improvement of the paraplanning process and contribute to a continuous improvement culture
  • Contribute to operational processes and quality improvement initiatives
  • Liaise with Advisers and communicate case updates and required information
  • Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners
  • High degree of accuracy and attention to detail
  • Follow and adhere to ISO policies.


Requirements

  • Strong understanding of key areas such as SOA, ROA, financial projections, and WealthSolver.
  • Excellent English communication skills are highly valued, both spoken and written
  • High degree of accuracy and attention to detail
  • Able to handle multiple priorities and requests with adequate planning
  • Confident and pleasant personality to build relationships with clients
  • Well-organised and able to work independently with excellent time management skills
  • Hands-on experience and confidence with MS Office (Word and Excel)
  • Desire to succeed


Academic Qualifications and experience:


MBA Finance or Higher

1+ year of experience in the Paraplanning process


Benefits

  • 5 Days Working
  • Family Medical Insurance
  • Attractive Salary
  • Dynamic Work Culture
  • 26 Leaves & 10+ Holidays
  • Job Timing- 7:30am- 4:30pm (Monday to Friday )

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