▷ (Immediate Start) Paraplanner

3 weeks ago

Ahmedabad, India 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 succeedAcademic Qualifications and experience:MBA Finance or Higher1+ year of experience in the Paraplanning processBenefits- 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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