Financial Paraplanner

7 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:

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

Requirements:

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

Number of open positions: 2

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