UK Financial Planning OR Paraplanner

12 hours ago

Ahmedabad India AccSource Full time

Job Description Job Title - Paraplanner Job Description Preparation of Financial Plans: a) Assist advisers in preparation of suitability reports and annual review letters for clients. b) Prepare reports and recommendations covering areas such as pensions, investments, tax planning, and protection. Client Support: c) Liaise with financial advisers to understand client objectives. d) Gather and analyse client data to ensure recommendations are well-informed. Research & Analysis: e) Conduct detailed investment and pension research to identify suitable financial products and solutions. f) Keep up to date with changes in financial products, legislation, and compliance requirements. Administrative Tasks: g) Data update & Document Management h) Preparation of Letters of Authority (LoAs) i) Managing provider correspondence Compliance: j) Ensure all recommendations comply with FCA regulations and company policies. k) Maintain accurate and up-to-date client files and records. Cashflow Modelling and financial projections l) Conduct cash flow analysis and review customers finances annually Team Collaboration: m) Collaborate with advisers, administrators, and other paraplanners to ensure smooth client service delivery. n) Contribute to process improvements and best practices within the team. Essential: - Bachelor's degree/Master's degree in Finance - A minimum of 2 years of experience in a UK paraplanning or similar role. - Strong understanding of UK financial products, tax planning, and investment strategies. - Proficiency in financial planning software (e.g., Xplan, Intelliflo, Voyant). - Proficiency in research tools (e.g., Selecta, Defacto, O&M Profiler) - Excellent analytical and problem-solving skills. - Strong attention to detail and organizational skills. - Familiarity with FCA regulations and compliance standards. - High level of computer efficiency including Microsoft Office, Outlook. Desirable: - Certified Financial Planner status or working towards it through FPSB - Level 4 Certification in Paraplanning through CII Company name - AccSource KPO Pvt. Ltd. Location : Bangalore, Chennai, Ahmedabad Share your updated Resume to - [Confidential Information]

  • UK Paraplanner

    3 days ago

    Ahmedabad, Gujarat, India AccSource Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Opening: Paraplanner (UK Financial Planning)We are currently looking forexperienced Paraplannersto join our team. Below are the key requirements:Candidate Profile:Experienced UK Paraplanners (ready-to-deploy profiles preferred)ORCFP certification is highly preferredMinimum Experience : 2+ yearsImmediate joiners will be given priorityJob...

  • UK Financial Planning OR Paraplanner

    3 days ago

    Ahmedabad, Gujarat, India AccSource Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Job Title - ParaplannerJob DescriptionPreparation of Financial Plans:a) Assist advisers in preparation of suitabilityreports and annual review letters for clients.b) Prepare reports and recommendationscovering areas such as pensions, investments,tax planning, and protection.Client Support:c) Liaise with financial advisers to understandclient objectives.d)...

  • UK- Paraplanner

    1 day ago

    Ahmedabad, Bengaluru, Chennai, India Accsource Knowledge Process Outsourcing Full time ₹ 4,50,000 - ₹ 7,50,000 per year

    Job Description: UK-Based ParaplannerJob Title: ParaplannerLocation: Bangalore/Chennai/HyderabadEmployment Type: Full-TimeAbout the Role:We are seeking a detail-oriented and experienced Paraplanner to support our financial advisers in delivering exceptional financial planning and advice to clients. As a Paraplanner, you will play a key role in preparing...

  • Paraplanner

    2 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...

  • 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...

  • Paraplanner

    19 hours 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...

  • Paraplanner

    10 hours 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...

  • Paraplanner

    1 week ago

    Ahmedabad, Bengaluru, Chennai, India Befree Business Full time ₹ 2,00,000 - ₹ 12,00,000 per year

    Roles and ResponsibilitiesThe Paraplanners role may be broken down into four key parts:A. Preparing and maintaining the client files software entriesB. Understanding and analyzing the recommendations to confirm that the compliance requirements are metC. Implementing recommendationsD. Review external networks.A. Preparing and maintaining the client...

  • ▷ (Immediate Start) Paraplanner

    4 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...

  • Paraplanner

    4 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 cultureContribute to operational processes and quality improvement initiativesLiaise with Advisers and communicate case updates...