15h Left) Financial Paraplanner

5 days ago

Rajkot, Gujarat, India Soft 'n'​ Web Full time
We are seeking MBA finance graduates with a maximum of one year of work experience.

Key Responsibilities:

1. Conduct thorough research on UK investments and pension products.
2. Assist in developing and implementing retirement planning strategies.
3. Analyse client financial situations and provide tailored recommendations.
4. Collaborate with UK Financial Advisors to ensure alignment with financial goals.
5. Prepare comprehensive reports.

Requirements:

1. Candidates should reside in or around the Rajkot region and be willing to relocate to Rajkot.
2. Exceptional English communication skills, both verbal and written.
3. Financial qualification with a background in Financial Planning or a strong aspiration for it.
4. Proficiency in preparing detailed reports.
5. Ability to work effectively in a team environment.

Number of open positions: 2

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